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NATIONS FINANCIAL GROUP INC, /IA/ /ADV Historic Quarter Change: USA Other Stocks, Added

NATIONS FINANCIAL GROUP INC, /IA/ /ADV historic quarter change: USA Other Stocks, Added

In shares no fund filing gives a ticker for, so this site has no page for them (listed in the US), over 13 quarters from 2015-12-31 to 2026-06-30, NATIONS FINANCIAL GROUP INC, /IA/ /ADV opened 37 positions, added to 20, reduced 9 and sold out of 28.

  • Q3 2016: Stock APPLE INC; Country of operation —; Class COM; Shares before 22,701.
  • Q3 2016: Stock BOEING CO; Country of operation —; Class COM; Shares before 5,206.
  • Q3 2016: Stock FERRELL GAS PROPERTIES; Country of operation —; Class COM; Shares before 14,107.
  • Q3 2016: Stock GENERAL ELECTRIC COMPANY; Country of operation United States; Class COM; Shares before 47,367.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1109767), 13 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-23); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-15); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-26); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-28); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-11); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-13); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-30); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-04); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-29); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-23); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-11-14); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-08-12); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-09-06). 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. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2015-12-31. Not compared, as a quarter between them is not held here yet: 2016-09-30 to 2023-12-31 (missing 2016-12-31, 2017-03-31, 2017-06-30, 2017-09-30, 2017-12-31, 2018-03-31, 2018-06-30, 2018-09-30, 2018-12-31, 2019-03-31, 2019-06-30, 2019-09-30, 2019-12-31, 2020-03-31, 2020-06-30, 2020-09-30, 2020-12-31, 2021-03-31, 2021-06-30, 2021-09-30, 2021-12-31, 2022-03-31, 2022-06-30, 2022-09-30, 2022-12-31, 2023-03-31, 2023-06-30, 2023-09-30).

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q3 2016APPLE INC
CUSIP 37833100
COM22,70123,121+420$2,170,000$2,614,000+$444,0002016-11-14
Q3 2016BOEING CO
CUSIP 97023105
COM5,2066,053+847$676,000$797,000+$121,0002016-11-14
Q3 2016FERRELL GAS PROPERTIES
CUSIP 315293100
COM14,10714,185+78$261,000$165,000-$96,0002016-11-14
Q3 2016GENERAL ELECTRIC COMPANY
CUSIP 369604103
United StatesCOM47,36747,492+125$1,491,000$1,407,000-$84,0002016-11-14
Q3 2016AMAZON COM INC
CUSIP 23135106
COM527546+19$377,000$457,000+$80,0002016-11-14
Q3 2016BANK OF AMERICA CORP
CUSIP 60505104
COM22,80422,901+97$303,000$358,000+$55,0002016-11-14
Q3 2016BERKSHIRE HATHAWAY INC
CUSIP 84670702
COM18,08718,335+248$2,619,000$2,649,000+$30,0002016-11-14
Q3 2016CENTURYLINK INC
CUSIP 156700106
COM15,15115,177+26$440,000$416,000-$24,0002016-11-14
Q3 2016DELAWARE ENHANCED GLOBAL
CUSIP 246060107
COM26,91326,933+20$259,000$273,000+$14,0002016-11-14
Q3 2016CUTWATER SELECT INCOME
CUSIP 232229104
COM19,91120,118+207$395,000$408,000+$13,0002016-11-14
Q3 2016WALGREENS BOOTS
CUSIP 931427108
United StatesCOM8,7458,917+172$728,000$719,000-$9,0002016-11-14
Q3 2016BLACKROCK GLOBAL
CUSIP 92501105
COM22,10022,110+10$262,000$271,000+$9,0002016-11-14
Q3 2016COMMERCE BANCSHARES PFD
CUSIP 200525301
COM9,5209,638+118$266,000$274,000+$8,0002016-11-14
Q3 2016PRUDENTIAL FIN 5.7% PFD
CUSIP 744320706
COM10,39810,399+1$277,000$272,000-$5,0002016-11-14
Q3 2016AEGON N V
CUSIP 7924103
COM22,37522,398+23$90,000$86,000-$4,0002016-11-14
Q3 2016BP PLC SPONS ADR
CUSIP 55622104
COM7,0847,122+38$252,000$250,000-$2,0002016-11-14
Q3 2016ELEMENTS ROGERS ETN
CUSIP 870297801
COM217,855222,413+4,558$1,113,000$1,112,000-$1,0002016-11-14
Q1 2016APPLE INC
CUSIP 37833100
Com17,49919,592+2,093$1,842,000$2,135,000+$293,0002016-09-06
Q1 2016BERKSHIRE HATHAWAY INC
CUSIP 84670108
CL A34+1$593,000$854,000+$261,0002016-09-06
Q1 2016DOW CHEMICAL COMPANY
CUSIP 260543103
United StatesCom7,5767,749+173$390,000$394,000+$4,0002016-09-06

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