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Manager record

Wealth Management Nebraska

Norfolk, NE · CIK 2042783 · 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.

$1.12BReported 13F valueQ2 2026 · as filed
106Holdings listed
+13.5%vs prior quartervalue change includes market moves
5Quarters on record
Jul 27Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $739.8M$739.8MQ2 202582 holdingsQ3 2025: $839.0M$839.0MQ3 202592 holdingsQ4 2025: $874.8M$874.8MQ4 202591 holdingsQ1 2026: $987.3M$987.3MQ1 2026100 holdingsQ2 2026: $1.1B$1.1BQ2 2026106 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
Jul 27 2026 13F-HR · period Q2 2026

$1.12B · 106 holdings listed · View original SEC filing ↗
May 15 2026 13F-HR · period Q1 2026

$987.31M · 100 holdings listed · View original SEC filing ↗
Jan 28 2026 13F-HR · period Q4 2025

$874.77M · 91 holdings listed · View original SEC filing ↗
Nov 03 2025 13F-HR · period Q3 2025

$838.96M · 92 holdings listed · View original SEC filing ↗
Jul 23 2025 13F-HR · period Q2 2025

$739.79M · 82 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: Q2 2026 · latest filing Jul 27, 2026 · Change methodology