Oldfather Financial Services, LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 28, 2024
Value $
$260M
Signature - Title
William Oldfather - Sole Member
Location
Kearney, NE
Summary
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. Oldfather Financial Services, LLC reported 76 stock holdings with total value $260M as of Q3 2024. Top holdings included VOO, MDY, IWM, SPY, and IWF.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 76 $260M +$1.95M -$2.12M -$172K VOO, MDY, IWM, SPY, IWF 13F-HR 10/28/2024, 09:58 AM
Q2 2024 72 $244M +$1.75M -$1.35M +$400K VOO, MDY, IWM, SPY, IWF 13F-HR 7/24/2024, 03:18 PM
Q1 2024 71 $243M +$5.86M -$3.45M +$2.4M VOO, MDY, IWM, SPY, IWF 13F-HR 4/25/2024, 04:16 PM
Q4 2023 63 $224M +$5.18M -$580K +$4.6M VOO, MDY, IWM, SPY, IWF 13F-HR 1/16/2024, 10:59 AM
Q3 2023 63 $197M +$3.82M -$2.7M +$1.11M VOO, MDY, IWM, SPY, IWF 13F-HR 10/25/2023, 04:55 PM
Q2 2023 63 $205M +$3.57M -$3.92M -$352K VOO, MDY, IWM, SPY, IWF 13F-HR 7/27/2023, 04:19 PM
Q1 2023 62 $193M +$12.3M -$2.5M +$9.81M VOO, MDY, IWM, SPY, IWF 13F-HR 5/1/2023, 02:56 PM
Q4 2022 60 $175M +$7.55M -$3.92M +$3.63M VOO, MDY, IWM, SPY, IWD 13F-HR 2/2/2023, 04:23 PM
Q3 2022 58 $160M +$4.37M -$1.97M +$2.4M VOO, MDY, IWM, SPY, AGG 13F-HR 10/14/2022, 02:36 PM
Q2 2022 63 $175M +$4.39M -$2.68M +$1.7M VOO, MDY, IWM, SPY, AGG 13F-HR 7/28/2022, 04:09 PM
Q1 2022 64 $184M +$6.04M -$1.31M +$4.73M VOO, MDY, IWM, SPY, AGG 13F-HR 4/29/2022, 10:53 AM
Q4 2021 63 $186M +$7.16M -$1.24M +$5.91M VOO, MDY, IWM, SPY, AGG 13F-HR 2/17/2022, 03:33 PM
Q3 2021 63 $192M +$3.16M -$1.11M +$2.05M VOO, MDY, IWM, SPY, AGG 13F-HR 11/15/2021, 10:53 AM
Q2 2021 58 $183M +$3.4M -$2.96M +$446K VOO, MDY, IWM, SPY, AGG 13F-HR 8/11/2021, 05:12 PM
Q1 2021 62 $174M +$4.9M -$6.43M -$1.53M VOO, MDY, IWM, SPY, AGG 13F-HR 4/9/2021, 04:04 PM
Q4 2020 61 $168M +$8.88M -$1.21M +$7.67M VOO, MDY, IWM, SPY, AGG 13F-HR 2/8/2021, 12:21 PM
Q3 2020 59 $140M +$4.92M -$866K +$4.05M VOO, MDY, IWM, SPY, AGG 13F-HR 10/15/2020, 05:49 PM
Q2 2020 58 $129M +$9.59M -$1.09M +$8.5M VOO, MDY, IWM, SPY, AGG 13F-HR 7/31/2020, 10:57 AM
Q1 2020 56 $104M +$16.9M -$1.5M +$15.4M VOO, MDY, IWM, SPY, VB 13F-HR 5/13/2020, 10:59 AM
Q4 2019 57 $108M $0 $0 VOO, MDY, IWM, SPY, VB 13F-HR 1/30/2020, 11:27 AM