Kane Co Wealth Management, Inc.

All 13F Filings

Location
Johnston, IA
Most recent 13F
Q2 2026
Holdings value ($000)
131,806
Description
—
Website
—
Founded
—
Chairman
—
CEO
—
All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 7/28/2026 53 131,806 13F-HR Kane Co Wealth Management, Inc.
Q1 2026 4/21/2026 51 118,588 13F-HR Kane Co Wealth Management, Inc.
Q4 2025 2/5/2026 50 113,395 13F-HR Kane Co Wealth Management, Inc.
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 5.139 K 3.9% 0 1.375 K -1.375 K
ETFs 126.7 K 96.1% 14.6 K 0 14.6 K
Swipe for more columns

Fund Snapshot

Q2 2026
Latest filed
7/28/2026
Total value ($000)
131,806
Holdings
53
QoQ value change ($000)
13,218 (11.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.