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Manager record

Keeler & Nadler Financial Planning & Wealth Management

Dublin, OH · CIK 2035883 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$369.81MReported 13F valueQ3 2026 · as filed
85Holdings listed
+5.0%vs prior quartervalue change includes market moves
6Quarters on record
Oct 28Latest filed
Reported 13F value by quarter, Q2 2025 to Q3 2026Q2 2025: $249.9M$249.9MQ2 202577 holdingsQ3 2025: $272.8M$272.8MQ3 202579 holdingsQ4 2025: $288.4M$288.4MQ4 202579 holdingsQ1 2026: $294.8M$294.8MQ1 202682 holdingsQ2 2026: $352.3M$352.3MQ2 202685 holdingsQ3 2026: $369.8M$369.8MQ3 202685 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Oct 28 2026 13F-HR · period Q3 2026

$369.81M · 85 holdings listed · View original SEC filing ↗
Jul 24 2026 13F-HR · period Q2 2026

$352.27M · 85 holdings listed · View original SEC filing ↗
May 04 2026 13F-HR · period Q1 2026

$294.76M · 82 holdings listed · View original SEC filing ↗
Jan 27 2026 13F-HR · period Q4 2025

$288.44M · 79 holdings listed · View original SEC filing ↗
Oct 29 2025 13F-HR · period Q3 2025

$272.83M · 79 holdings listed · View original SEC filing ↗
Jul 28 2025 13F-HR · period Q2 2025

$249.90M · 77 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2026 · latest filing Oct 28, 2026 · Change methodology