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Edgemoor Investment Advisors, Inc.: NZF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Edgemoor Investment Advisors, Inc. on NZF, newest first. How the timeline and the estimate are built.

Edgemoor Investment Advisors, Inc. held 303,993 NZF shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 303,993 shares
    Change vs previous 13F +19,110 shares

    0.26% of the 13F portfolio, value $3,854,631.

    13F-HR 0001398344-26-013761 filed by Edgemoor Investment Advisors, Inc.
    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 284,883 shares
    Change vs previous 13F +38,939 shares

    0.27% of the 13F portfolio, value $3,469,875.

    13F-HR 0001398344-26-009044 filed by Edgemoor Investment Advisors, Inc.
    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 245,944 shares
    Change vs previous 13F +23,587 shares

    0.24% of the 13F portfolio, value $3,093,976.

    13F-HR 0001398344-26-002566 filed by Edgemoor Investment Advisors, Inc.
    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 222,357 shares
    Change vs previous 13F +22,475 shares

    0.22% of the 13F portfolio, value $2,792,804.

    13F-HR 0001398344-25-020409 filed by Edgemoor Investment Advisors, Inc.
    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 199,882 shares
    Change vs previous 13F +9,580 shares

    0.21% of the 13F portfolio, value $2,382,593.

    13F-HR 0001398344-25-014950 filed by Edgemoor Investment Advisors, Inc.
    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 190,302 shares
    Change vs previous 13F +37,067 shares

    0.21% of the 13F portfolio, value $2,327,393.

    13F-HR 0001398344-25-008646 filed by Edgemoor Investment Advisors, Inc.
    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 153,235 shares
    Change vs previous 13F +40,832 shares

    0.16% of the 13F portfolio, value $1,864,870.

    13F-HR 0001398344-25-002339 filed by Edgemoor Investment Advisors, Inc.
    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 112,403 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,472,479.

    13F-HR 0001398344-24-020440 filed by Edgemoor Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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