KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT RMBI — RICHMOND MUT BANCORPORATION

Ownership history in KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT  ·  8 quarters on record

AI Ownership Summary

KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT reported RICHMOND MUT BANCORPORATION (RMBI) in 8 quarterly 13F filings from 2024 Q3 through 2026 Q2. Peak portfolio weight reached 0.29% in 2024 Q4. The latest visible filing shows RMBI at 0.19% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this RMBI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT's position in RICHMOND MUT BANCORPORATION, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

RMBI was reported at 0.19% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.29% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

RMBI stock page KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT fund profile KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT full holdings
How KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT held RMBI — position size vs. price
% of Fund (quarterly)    RMBI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 43,004 — 0% 0.19% $683K 2026-07-24 $15.41
2026 Q1 UNCHANGED — — — 43,004 — 0% 0.20% $584K 2026-05-04 $14.85
2025 Q4 UNCHANGED — — — 43,004 — 0% 0.21% $604K 2026-01-27 $13.72
2025 Q3 UNCHANGED — — — 43,004 — 0% 0.22% $611K 2025-10-29 $12.74
2025 Q2 UNCHANGED — — — 43,004 — 0% 0.24% $593K 2025-07-28 $13.53
2025 Q1 UNCHANGED — — — 43,004 — 0% 0.25% $556K 2025-05-12 $13.28
2024 Q4 UNCHANGED — — — 43,004 — 0% 0.29% $608K 2025-01-14 $11.58
2024 Q3 INITIATED — — — 43,004 — — 0.27% $555K 2024-10-09 $11.95

🏢 Other funds also holding RMBI

As of 2026 Q2 — sorted by position size

Oppenheimer & Close, LLC 3Y 7Y 0.4% Minerva Advisors LLC 3Y 7Y 0.3% PL Capital Advisors, LLC 3Y 7Y 0.27% VISTA INVESTMENT PARTNERS II, LLC 0.25% SeaCrest Wealth Management, LLC 3Y 7Y 0.05% First Financial Bank - Trust Division 3Y 7Y 0.03% BEESE FULMER INVESTMENT MANAGEMENT, INC. 3Y 7Y 0.01% RITHOLTZ WEALTH MANAGEMENT 3Y 7Y 0.0% Sanctuary Advisors, LLC 0.0% BRIDGEWAY CAPITAL MANAGEMENT, LLC 3Y 7Y 0.0%

FAQ About KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT and RMBI

These are the practical questions this page is built to answer before you even open the full history table.

How long has KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT reported owning RMBI?

KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT reported RMBI across 8 quarterly 13F filings, from 2024 Q3 through 2026 Q2.

What was the largest reported RMBI position in KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT's portfolio?

The largest reported portfolio weight for RMBI was 0.29% in 2024 Q4.

What is the latest reported RMBI position on this page?

The most recent filing on this page is 2026 Q2, when KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT reported 43,004 shares, equal to 0.19% of portfolio, with an estimated market value of $683K.

What does the chart on this RMBI ownership page compare?

The chart compares KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT's quarterly RMBI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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