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Disclosery

BOSTON FAMILY OFFICE LLC: NSRGY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BOSTON FAMILY OFFICE LLC on NSRGY, newest first. How the timeline and the estimate are built.

BOSTON FAMILY OFFICE LLC held 48,725 NSRGY shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 48,725 shares
    Change vs previous 13F -335 shares

    0.3% of the 13F portfolio, value $5,005,000.

    13F-HR 0001039807-26-000006 filed by BOSTON FAMILY OFFICE LLC
    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 49,060 shares
    Change vs previous 13F -2,353 shares

    0.32% of the 13F portfolio, value $4,855,000.

    13F-HR 0001039807-26-000004 filed by BOSTON FAMILY OFFICE LLC
    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 51,413 shares
    Change vs previous 13F -819 shares

    0.32% of the 13F portfolio, value $5,081,000.

    13F-HR 0001039807-26-000002 filed by BOSTON FAMILY OFFICE LLC
    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 52,232 shares
    Change vs previous 13F -2,567 shares

    0.31% of the 13F portfolio, value $4,794,000.

    13F-HR 0001039807-25-000013 filed by BOSTON FAMILY OFFICE LLC
    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 54,799 shares
    Change vs previous 13F -893 shares

    0.36% of the 13F portfolio, value $5,441,000.

    13F-HR 0001039807-25-000006 filed by BOSTON FAMILY OFFICE LLC
    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 55,692 shares
    Change vs previous 13F -13,369 shares

    0.4% of the 13F portfolio, value $5,634,000.

    13F-HR 0001039807-25-000004 filed by BOSTON FAMILY OFFICE LLC
    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 69,061 shares
    Change vs previous 13F -14,141 shares

    0.39% of the 13F portfolio, value $5,646,000.

    13F-HR 0001039807-25-000002 filed by BOSTON FAMILY OFFICE LLC
    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 83,202 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $8,376,000.

    13F-HR 0001039807-24-000009 filed by BOSTON FAMILY OFFICE LLC
    Filed (acceptance time not in the bulk data set), ingested

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