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Nalls Sherbakoff Group, LLC: CEF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Nalls Sherbakoff Group, LLC on CEF, newest first. How the timeline and the estimate are built.

Nalls Sherbakoff Group, LLC held 62,215 CEF shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 62,215 shares
    Change vs previous 13F +1,839 shares

    1.78% of the 13F portfolio, value $2,502,909.

    13F-HR 0001437749-26-028140 filed by Nalls Sherbakoff Group, 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 60,376 shares
    Change vs previous 13F +4,415 shares

    2.12% of the 13F portfolio, value $2,881,143.

    13F-HR 0001437749-26-028139 filed by Nalls Sherbakoff Group, 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 55,961 shares
    Change vs previous 13F +4,475 shares

    1.85% of the 13F portfolio, value $2,563,014.

    13F-HR 0001437749-26-007920 filed by Nalls Sherbakoff Group, 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 51,486 shares
    Change vs previous 13F +3,666 shares

    1.27% of the 13F portfolio, value $1,889,021.

    13F-HR 0001437749-26-007926 filed by Nalls Sherbakoff Group, 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 47,820 shares
    Change vs previous 13F +18,748 shares

    1.05% of the 13F portfolio, value $1,439,382.

    13F-HR 0001437749-26-007925 filed by Nalls Sherbakoff Group, 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 29,072 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $825,936.

    13F-HR 0001437749-26-007924 filed by Nalls Sherbakoff Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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