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Wealth Management Nebraska: DFIS position timeline

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

Wealth Management Nebraska held 579,166 DFIS 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 579,166 shares
    Change vs previous 13F +48,806 shares

    1.81% of the 13F portfolio, value $20,288,197.

    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 530,360 shares
    Change vs previous 13F +41,962 shares

    1.81% of the 13F portfolio, value $17,857,237.

    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 488,398 shares
    Change vs previous 13F +33,247 shares

    1.84% of the 13F portfolio, value $16,087,863.

    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 455,151 shares
    Change vs previous 13F +30,166 shares

    1.72% of the 13F portfolio, value $14,396,424.

    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 424,985 shares
    Change vs previous 13F +27,492 shares

    1.71% of the 13F portfolio, value $12,626,300.

    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 397,493 shares
    Change vs previous 13F +7,343 shares

    1.56% of the 13F portfolio, value $10,271,215.

    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 390,150 shares
    Change vs previous 13F not available

    1.56% of the 13F portfolio, value $9,580,133.

    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).