KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT quarter change: USA Stocks, New
In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT opened 3 positions, added to 12, reduced 4, sold out of 2 and left 12 unchanged. The largest increase in value was NVDA (+$907,074); the largest decrease was V (-$303,265).
- MU: Country of operation United States; Class COM; Shares 2026-03-31 0; Shares 2026-06-30 218.
- CSCO: Country of operation United States; Class COM; Shares 2026-03-31 0; Shares 2026-06-30 2,018.
- UPST: Country of operation United States; Class COM; Shares 2026-03-31 0; Shares 2026-06-30 6,007.
Two Form 13F-HR filings compared (SEC CIK 2035883): 2026-03-31 (filed 2026-05-04) and 2026-06-30 (filed 2026-07-24). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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