BNC WEALTH MANAGEMENT, LLC: NAD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BNC WEALTH MANAGEMENT, LLC on NAD, newest first. How the timeline and the estimate are built.
BNC WEALTH MANAGEMENT, LLC held 44,372 NAD shares at 2026-06-30 per its 13F-HR filed 2026-07-21.
the latest 13F is the newest step
- period ended2026-06-3013F 44,372 sharesChange vs previous 13F 0 shares
0.13% of the 13F portfolio, value $537,789.
13F-HR 0001821549-26-000003 filed by BNC WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 44,372 sharesChange vs previous 13F 0 shares
0.14% of the 13F portfolio, value $510,278.
13F-HR 0001821549-26-000002 filed by BNC WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 44,372 sharesChange vs previous 13F 0 shares
0.14% of the 13F portfolio, value $533,351.
13F-HR 0001821549-26-000001 filed by BNC WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 44,372 sharesChange vs previous 13F -3,993 shares
0.13% of the 13F portfolio, value $518,709.
13F-HR 0001821549-25-000004 filed by BNC WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 48,365 sharesChange vs previous 13F -5,267 shares
0.16% of the 13F portfolio, value $546,041.
13F-HR 0001821549-25-000002 filed by BNC WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 53,632 sharesChange vs previous 13F 0 shares
0.22% of the 13F portfolio, value $617,844.
13F-HR 0001849518-25-000005 filed by BNC WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 53,632 sharesChange vs previous 13F -2,901 shares
0.21% of the 13F portfolio, value $625,352.
13F-HR 0001812178-25-000002 filed by BNC WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 56,533 sharesChange vs previous 13F not available
0.26% of the 13F portfolio, value $699,882.
13F-HR 0001975550-24-000012 filed by BNC WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).