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Disclosery

Wealth Management Nebraska: DFIV position timeline

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

Wealth Management Nebraska held 1,416,453 DFIV 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 1,416,453 shares
    Change vs previous 13F +88,332 shares

    6.83% of the 13F portfolio, value $76,516,843.

    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 1,328,121 shares
    Change vs previous 13F +55,494 shares

    7.1% of the 13F portfolio, value $70,098,260.

    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 1,272,627 shares
    Change vs previous 13F +65,746 shares

    7.26% of the 13F portfolio, value $63,504,135.

    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 1,206,881 shares
    Change vs previous 13F +46,709 shares

    6.63% of the 13F portfolio, value $55,661,333.

    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 1,160,172 shares
    Change vs previous 13F +51,733 shares

    6.71% of the 13F portfolio, value $49,643,774.

    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 1,108,439 shares
    Change vs previous 13F -75,294 shares

    6.64% of the 13F portfolio, value $43,628,143.

    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 1,183,733 shares
    Change vs previous 13F not available

    6.83% of the 13F portfolio, value $41,998,840.

    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).