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Disclosery

Bernzott Capital Advisors: NFG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Bernzott Capital Advisors on NFG, newest first. How the timeline and the estimate are built.

Bernzott Capital Advisors held 64,287 NFG shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 64,287 shares
    Change vs previous 13F -2,303 shares

    1.99% of the 13F portfolio, value $4,963,602.

    13F-HR 0002000324-26-002951 filed by Bernzott Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 66,590 shares
    Change vs previous 13F +15,895 shares

    3% of the 13F portfolio, value $6,256,759.

    13F-HR 0002000324-26-001790 filed by Bernzott Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 50,695 shares
    Change vs previous 13F -1,003 shares

    1.93% of the 13F portfolio, value $4,058,677.

    13F-HR 0002000324-26-000391 filed by Bernzott Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 51,698 shares
    Change vs previous 13F -956 shares

    2.25% of the 13F portfolio, value $4,775,379.

    13F-HR 0002000324-25-004014 filed by Bernzott Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 52,654 shares
    Change vs previous 13F -28,172 shares

    2.28% of the 13F portfolio, value $4,460,352.

    13F-HR 0001085146-25-004330 filed by Bernzott Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 80,826 shares
    Change vs previous 13F -42,399 shares

    3.15% of the 13F portfolio, value $6,400,585.

    13F-HR 0001085146-25-002588 filed by Bernzott Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 123,225 shares
    Change vs previous 13F -11,950 shares

    3.7% of the 13F portfolio, value $7,477,293.

    13F-HR 0001085146-25-000195 filed by Bernzott Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 135,175 shares
    Change vs previous 13F not available

    3.53% of the 13F portfolio, value $8,192,957.

    13F-HR 0001085146-24-005158 filed by Bernzott Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).