Bernzott Capital Advisors: NNN position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Bernzott Capital Advisors on NNN, newest first. How the timeline and the estimate are built.
Bernzott Capital Advisors held 120,719 NNN shares at 2026-06-30 per its 13F-HR filed 2026-07-21.
the latest 13F is the newest step
- period ended2026-06-3013F 120,719 sharesChange vs previous 13F -15,052 shares
2.25% of the 13F portfolio, value $5,617,041.
13F-HR 0002000324-26-002951 filed by Bernzott Capital Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 135,771 sharesChange vs previous 13F -1,258 shares
2.73% of the 13F portfolio, value $5,706,464.
13F-HR 0002000324-26-001790 filed by Bernzott Capital Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 137,029 sharesChange vs previous 13F -18,926 shares
2.58% of the 13F portfolio, value $5,430,456.
13F-HR 0002000324-26-000391 filed by Bernzott Capital Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 155,955 sharesChange vs previous 13F -400 shares
3.13% of the 13F portfolio, value $6,638,993.
13F-HR 0002000324-25-004014 filed by Bernzott Capital Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 156,355 sharesChange vs previous 13F +16,214 shares
3.45% of the 13F portfolio, value $6,751,402.
13F-HR 0001085146-25-004330 filed by Bernzott Capital Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 140,141 sharesChange vs previous 13F -1,126 shares
2.94% of the 13F portfolio, value $5,977,030.
13F-HR 0001085146-25-002588 filed by Bernzott Capital Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 141,267 sharesChange vs previous 13F -13,780 shares
2.85% of the 13F portfolio, value $5,770,757.
13F-HR 0001085146-25-000195 filed by Bernzott Capital Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 155,047 sharesChange vs previous 13F not available
3.24% of the 13F portfolio, value $7,518,229.
13F-HR 0001085146-24-005158 filed by Bernzott Capital Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).