13F FILINGS

Eight 13F Filings Include Three OP Asset Amendments

Eight filings submitted September 18 describe portfolios from Q3 2024 through Q2 2026, including three OP Asset Management restatements.

By Daniel Mercer·Edition ·3 min read

The September 18 daily index contains eight Form 13F filings, included in the Monday, September 21 edition. The reports describe portfolios from several historical quarters, from September 30, 2024, through June 30, 2026. Three are amendments filed by the same manager, OP Asset Management Ltd.; eight filings therefore should not be read as eight distinct managers.

Security National Bank of Sioux City, Iowa, and Security National Bank of South Dakota both filed reports for June 30, 2026. The Sioux City bank reported $243.69 million in securities across 358 entries; the South Dakota bank reported $216.58 million across 346 entries. The bank rows shown below include 3D Systems, 3M and Abbott Laboratories. These are examples from the disclosed positions, rather than an identification of the largest holdings.

OP Asset Management Ltd. provided three separate 13F-HR/A filings on September 18, each representing a restatement of earlier reports. These filings covered the quarters ending March 31, 2025, June 30, 2025, and September 30, 2025, with reported security values of $5.93 billion, $6.79 billion, and $7.59 billion, respectively.

Other notable filings include Kirkwood Financial Services, which reported $270.12 million in securities as of September 30, 2025, and Boston Research & Management Inc., which filed a 13F-HR/A for the period ending September 30, 2024, reflecting $432.80 million. Atomic Invest LLC reported $177.75 million in holdings as of December 31, 2025.

FilerPortfolio dateOriginal / amendmentReported securities valueEntries
Security National Bank of Sioux City, Iowa06/30/2026Original$243,694,383358
Security National Bank of South Dakota06/30/2026Original$216,577,643346
Kirkwood Financial Services09/30/2025Original$270,117,23934
Boston Research & Management Inc.09/30/2024Amendment — new holdings$432,798,900116
OP Asset Management Ltd.03/31/2025Amendment — restatement$5,933,813,655800
OP Asset Management Ltd.06/30/2025Amendment — restatement$6,794,467,896784
OP Asset Management Ltd.09/30/2025Amendment — restatement$7,588,447,391786
Atomic Invest LLC12/31/2025Original$177,753,390308

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ManagerSelected issuerPortfolio dateSharesReported position value
Security National Bank of Sioux City, Iowa3D Systems Corp.06/30/202670$211
Security National Bank of Sioux City, IowaAbbott Laboratories06/30/202670$6,352
Security National Bank of South Dakota3M Co.06/30/2026200$32,382
Security National Bank of South DakotaAbbott Laboratories06/30/2026390$35,389
Kirkwood Financial ServicesAlphabet Inc.09/30/20251,515$368,390
Kirkwood Financial ServicesAmazon.com Inc.09/30/20251,539$337,918

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The filing date records when a report was submitted; the portfolio date identifies the historical snapshot described in it. The selected Kirkwood holdings, for example, refer to September 30, 2025, while both Security National Bank reports refer to June 30, 2026. Neither a late filing nor an amendment establishes a current purchase or sale. Reported securities values should also be kept separate from a manager’s total assets under management.

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