Kane Co Wealth Management, Inc.

All 13F Filings

Location
Johnston, IA
Most recent 13F
Q3 2026
Holdings value ($000)
125,221
Description
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Website
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Founded
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Chairman
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CEO
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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
Q3 2026 11/4/2026 54 125,221 13F-HR Kane Co Wealth Management, Inc.
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.
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 5.583 K 4.5% 444 0 444
ETFs 119.6 K 95.5% 0 7.031 K -7.031 K
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Fund Snapshot

Q3 2026
Latest filed
11/4/2026
Total value ($000)
125,221
Holdings
54
QoQ value change ($000)
-6,585 (-5.0%)
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.