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Disclosery

Michels Family Financial, LLC: NEAR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Michels Family Financial, LLC on NEAR, newest first. How the timeline and the estimate are built.

Michels Family Financial, LLC held 22,651 NEAR shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,651 shares
    Change vs previous 13F -601 shares

    0.74% of the 13F portfolio, value $1,147,518.

    13F-HR 0001214659-26-010286 filed by Michels Family Financial, 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 23,252 shares
    Change vs previous 13F -55 shares

    0.85% of the 13F portfolio, value $1,182,024.

    13F-HR 0001214659-26-005035 filed by Michels Family Financial, 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 23,307 shares
    Change vs previous 13F -758 shares

    0.87% of the 13F portfolio, value $1,190,973.

    13F-HR 0001214659-26-002176 filed by Michels Family Financial, 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 24,065 shares
    Change vs previous 13F -1,096 shares

    0.96% of the 13F portfolio, value $1,234,034.

    13F-HR 0001214659-25-016133 filed by Michels Family Financial, 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 25,161 shares
    Change vs previous 13F +3 shares

    1.1% of the 13F portfolio, value $1,285,704.

    13F-HR 0001214659-25-010478 filed by Michels Family Financial, 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 25,158 shares
    Change vs previous 13F -373 shares

    1.16% of the 13F portfolio, value $1,279,805.

    13F-HR 0001214659-25-007892 filed by Michels Family Financial, 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 25,531 shares
    Change vs previous 13F not available

    1.18% of the 13F portfolio, value $1,289,309.

    13F-HR 0001214659-25-003152 filed by Michels Family Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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