Current Market Value 290,939,998
Current Holdings 84
Most Recent File Date 2025-07-10
Total Filings on Record 23
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Oldfather Financial Services, LLC . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-07-10 2025-06-30 13F-HR 84 290,940
2025-05-01 2025-03-31 13F-HR 78 263,444
2025-01-16 2024-12-31 13F-HR 78 262,471
2024-10-28 2024-09-30 13F-HR 76 259,888
2024-07-24 2024-06-30 13F-HR 72 243,703
2024-04-25 2024-03-31 13F-HR 71 242,955
2024-01-16 2023-12-31 13F-HR 63 224,383
2023-10-25 2023-09-30 13F-HR 63 197,089
2023-07-27 2023-06-30 13F-HR 63 204,628
2023-05-01 2023-03-31 13F-HR 62 193,382
2023-02-02 2022-12-31 13F-HR 60 175,474
2022-10-14 2022-09-30 13F-HR 58 159,583
2022-07-28 2022-06-30 13F-HR 63 175,238
2022-04-29 2022-03-31 13F-HR 64 184,229
2022-02-17 2021-12-31 13F-HR 63 190,470
2021-11-15 2021-09-30 13F-HR 63 194,603
2021-08-11 2021-06-30 13F-HR 59 182,928
2021-04-09 2021-03-31 13F-HR 62 173,783
2021-02-08 2020-12-31 13F-HR 61 168,543
2020-10-16 2020-09-30 13F-HR 59 140,448
2020-07-31 2020-06-30 13F-HR 58 128,892
2020-05-13 2020-03-31 13F-HR 56 105,307
2020-01-30 2019-12-31 13F-HR 57 107,687