Oldfather Financial Services, LLC quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), from the quarter ended 2025-09-30 to 2025-12-31, Oldfather Financial Services, LLC opened 7 positions, added to 27, reduced 4, sold out of 2 and left 4 unchanged. The largest increase in value was MSFT (+$752,601); the largest decrease was NBIS (-$269,448).
- MSFT: Country of operation United States; Class COM; Shares 2025-09-30 2,682; Shares 2025-12-31 4,428.
- AMZN: Country of operation United States; Class COM; Shares 2025-09-30 3,472; Shares 2025-12-31 6,336.
- WFC: Country of operation United States; Class COM; Shares 2025-09-30 61,762; Shares 2025-12-31 62,200.
- GOOGL: Country of operation United States; Class CAP STK CL A; Shares 2025-09-30 1,850; Shares 2025-12-31 3,249.
Two Form 13F-HR filings compared (SEC CIK 1775530): 2025-09-30 (filed 2025-10-16) and 2025-12-31 (filed 2026-01-16). 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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