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Wealth Management Nebraska: DFAT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wealth Management Nebraska on DFAT, newest first. How the timeline and the estimate are built.

Wealth Management Nebraska held 212,794 DFAT shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 212,794 shares
    Change vs previous 13F -2,192 shares

    1.33% of the 13F portfolio, value $14,874,334.

    13F-HR 0001172661-26-002814 filed by Wealth Management Nebraska
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 214,986 shares
    Change vs previous 13F -1,201 shares

    1.36% of the 13F portfolio, value $13,425,897.

    13F-HR 0001172661-26-002265 filed by Wealth Management Nebraska
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 216,187 shares
    Change vs previous 13F -143 shares

    1.47% of the 13F portfolio, value $12,871,824.

    13F-HR 0001172661-26-000356 filed by Wealth Management Nebraska
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 216,330 shares
    Change vs previous 13F +1,290 shares

    1.5% of the 13F portfolio, value $12,592,572.

    13F-HR 0001172661-25-004555 filed by Wealth Management Nebraska
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 215,040 shares
    Change vs previous 13F +15,984 shares

    1.57% of the 13F portfolio, value $11,605,705.

    13F-HR 0001172661-25-002686 filed by Wealth Management Nebraska
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 199,056 shares
    Change vs previous 13F -63,203 shares

    1.56% of the 13F portfolio, value $10,249,388.

    13F-HR 0001172661-25-002123 filed by Wealth Management Nebraska
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 262,259 shares
    Change vs previous 13F not available

    2.37% of the 13F portfolio, value $14,597,310.

    13F-HR 0001172661-25-000475 filed by Wealth Management Nebraska
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).