OLDFATHER FINANCIAL SERVICES, LLC

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Oldfather Financial Services is based out of Kearney. Oldfather Financial Services is a large advisory firm with 526 clients and discretionary assets under management (AUM) of $199,526,190 (Form ADV from 2020-05-15). Their last reported 13F filing for Q2 2020 included $128,892,000 in managed 13F securities and a top 10 holdings concentration of 71.13%. Oldfather Financial Services's largest holding is Vanguard S&P 500 ETF with shares held of 100,637. Whalewisdom has at least 3 13F filings

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06/30/2020

13F Activity

  • Market Value $128.892 Million
  • Prior Market Value $105.307 Million
  • New Purchases2 stocks
  • Additional Purchases20 stocks
  • Sold out of0 stocks
  • Reduced holdings in18 stocks
  • Top 10 Holdings % 71.13 %
  • Turnover % [1]:3.45%
  • Turnover Alt % [2]: 7.45 %
  • Time Held Top20:1.80 quarters
  • Time Held Top10:1.60 quarters
  • Time Held All:1.84 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

06/30/2020

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-05-15

Performance for Q1 2020: 27.78%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

OLDFATHER FINANCIAL SERVICES LLC
2033 CENTRAL AVENUE
KEARNEY NE    68847
Country: United States

Business Phone: 308-237-4571
Fax: 308-237-7679
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: NE
Number of employees: 2
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities:
Total Number of Clients: 526
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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OLDFATHER FINANCIAL SERVICES LLC

ownership team - last updated 2020-05-15
Name Title Start Date Direct/Indirect % Ownership
OLDFATHER, WILLIAM, ALAN SOLE MEMBER 06/01/2008 Direct 75% or more
Fund Name Position direct/indirect start date end date
WILLIAM A. OLDFATHER CHIEF COMPLIANCE OFFICER direct 1992-04-01
OLDFATHER FINANCIAL SERVICES LLC CHIEF COMPLIANCE OFFICER direct 2008-06-01
OLDFATHER FINANCIAL SERVICES LLC SOLE MEMBER direct 2008-06-01
OLDFATHER FINANCIAL SERVICES LLC OWNER direct 2008-06-01
OLDFATHER, WILLIAM, ALAN CHIEF COMPLIANCE OFFICER 06/01/2008 Direct 75% or more
Fund Name Position direct/indirect start date end date
WILLIAM A. OLDFATHER CHIEF COMPLIANCE OFFICER direct 1992-04-01
OLDFATHER FINANCIAL SERVICES LLC CHIEF COMPLIANCE OFFICER direct 2008-06-01
OLDFATHER FINANCIAL SERVICES LLC SOLE MEMBER direct 2008-06-01
OLDFATHER FINANCIAL SERVICES LLC OWNER direct 2008-06-01

OLDFATHER FINANCIAL SERVICES LLC

ownership team - last updated 2020-02-25
Name Title Start Date Direct/Indirect % Ownership

OLDFATHER FINANCIAL SERVICES LLC

ownership team - last updated 2019-03-08
Name Title Start Date Direct/Indirect % Ownership
OLDFATHER, WILLIAM, ALAN SOLE MEMBER 06/01/2008 Direct 75% or more
Fund Name Position direct/indirect start date end date
WILLIAM A. OLDFATHER CHIEF COMPLIANCE OFFICER direct 1992-04-01
OLDFATHER FINANCIAL SERVICES LLC CHIEF COMPLIANCE OFFICER direct 2008-06-01
OLDFATHER FINANCIAL SERVICES LLC SOLE MEMBER direct 2008-06-01
OLDFATHER FINANCIAL SERVICES LLC OWNER direct 2008-06-01
OLDFATHER, WILLIAM, ALAN CHIEF COMPLIANCE OFFICER 06/01/2008 Direct 75% or more
Fund Name Position direct/indirect start date end date
WILLIAM A. OLDFATHER CHIEF COMPLIANCE OFFICER direct 1992-04-01
OLDFATHER FINANCIAL SERVICES LLC CHIEF COMPLIANCE OFFICER direct 2008-06-01
OLDFATHER FINANCIAL SERVICES LLC SOLE MEMBER direct 2008-06-01
OLDFATHER FINANCIAL SERVICES LLC OWNER direct 2008-06-01

OLDFATHER FINANCIAL SERVICES LLC

ownership team - last updated 2017-05-30
Name Title Start Date Direct/Indirect % Ownership
OLDFATHER, WILLIAM, ALAN SOLE MEMBER 06/01/2008 Direct 75% or more
Fund Name Position direct/indirect start date end date
WILLIAM A. OLDFATHER CHIEF COMPLIANCE OFFICER direct 1992-04-01
OLDFATHER FINANCIAL SERVICES LLC CHIEF COMPLIANCE OFFICER direct 2008-06-01
OLDFATHER FINANCIAL SERVICES LLC SOLE MEMBER direct 2008-06-01
OLDFATHER FINANCIAL SERVICES LLC OWNER direct 2008-06-01
OLDFATHER, WILLIAM, ALAN CHIEF COMPLIANCE OFFICER 06/01/2008 Direct 75% or more
Fund Name Position direct/indirect start date end date
WILLIAM A. OLDFATHER CHIEF COMPLIANCE OFFICER direct 1992-04-01
OLDFATHER FINANCIAL SERVICES LLC CHIEF COMPLIANCE OFFICER direct 2008-06-01
OLDFATHER FINANCIAL SERVICES LLC SOLE MEMBER direct 2008-06-01
OLDFATHER FINANCIAL SERVICES LLC OWNER direct 2008-06-01

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