NATIONS FINANCIAL GROUP INC, /IA/ /ADV: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of NATIONS FINANCIAL GROUP INC, /IA/ /ADV on SCHD, newest first. How the timeline and the estimate are built.

NATIONS FINANCIAL GROUP INC, /IA/ /ADV held 57,647 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

period ended2026-06-30
13F 57,647 shares
Change vs previous 13F -357,931 shares
0.09% of the 13F portfolio, value $1,827,990.
13F-HR 0001109767-26-000009 filed by NATIONS FINANCIAL GROUP INC, /IA/ /ADV
Filed 2026-07-23 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 415,578 shares
Change vs previous 13F -3,306 shares
0.66% of the 13F portfolio, value $12,749,955.
13F-HR 0001109767-26-000007 filed by NATIONS FINANCIAL GROUP INC, /IA/ /ADV
Filed 2026-04-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 418,884 shares
Change vs previous 13F -6,962 shares
0.6% of the 13F portfolio, value $11,489,991.
13F-HR 0001109767-26-000002 filed by NATIONS FINANCIAL GROUP INC, /IA/ /ADV
Filed 2026-01-26 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 425,846 shares
Change vs previous 13F -46,061 shares
0.72% of the 13F portfolio, value $11,625,598.
13F-HR 0001109767-25-000009 filed by NATIONS FINANCIAL GROUP INC, /IA/ /ADV
Filed 2025-10-28 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 471,907 shares
Change vs previous 13F +122,939 shares
0.86% of the 13F portfolio, value $12,505,545.
13F-HR 0001109767-25-000005 filed by NATIONS FINANCIAL GROUP INC, /IA/ /ADV
Filed 2025-08-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 348,968 shares
Change vs previous 13F -6,071 shares
0.74% of the 13F portfolio, value $9,757,158.
13F-HR 0001109767-25-000004 filed by NATIONS FINANCIAL GROUP INC, /IA/ /ADV
Filed 2025-05-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 355,039 shares
Change vs previous 13F +152,196 shares
0.71% of the 13F portfolio, value $9,699,684.
13F-HR 0001376474-25-000126 filed by NATIONS FINANCIAL GROUP INC, /IA/ /ADV
Filed 2025-01-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 202,843 shares
Change vs previous 13F not available
1.24% of the 13F portfolio, value $17,146,357.
13F-HR 0001376474-24-000642 filed by NATIONS FINANCIAL GROUP INC, /IA/ /ADV
Filed 2024-11-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).