Wealth Management Nebraska

13F Portfolio Filings

Most recent 13F
Q1 2025
Location
Norfolk, NE
CIK
0002042783
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q1 2025 74 657,378 SPIB, AVSC, DFIV, DFUS 13F-HR 5/15/2025 000117266125002123
Q4 2024 71 614,793 SPIB, AVSC, HYMB, DFIV 13F-HR 2/3/2025 000117266125000475