Skip to content
Disclosery

NBZ Investment Advisors LLC: IVV position timeline

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

NBZ Investment Advisors LLC held 1,397 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,397 shares
    Change vs previous 13F 0 shares

    0.41% of the 13F portfolio, value $1,046,199.

    13F-HR 0001398344-26-014304 filed by NBZ Investment Advisors 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 1,397 shares
    Change vs previous 13F 0 shares

    0.4% of the 13F portfolio, value $912,534.

    13F-HR 0001398344-26-008218 filed by NBZ Investment Advisors 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 1,397 shares
    Change vs previous 13F 0 shares

    0.42% of the 13F portfolio, value $956,861.

    13F-HR 0001398344-26-001994 filed by NBZ Investment Advisors 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 1,397 shares
    Change vs previous 13F 0 shares

    0.49% of the 13F portfolio, value $935,012.

    13F-HR 0001398344-25-020740 filed by NBZ Investment Advisors 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 1,397 shares
    Change vs previous 13F 0 shares

    0.5% of the 13F portfolio, value $867,397.

    13F-HR 0001398344-25-014441 filed by NBZ Investment Advisors 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 1,397 shares
    Change vs previous 13F 0 shares

    0.45% of the 13F portfolio, value $784,974.

    13F-HR 0001398344-25-009079 filed by NBZ Investment Advisors 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 1,397 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $822,386.

    13F-HR 0001398344-25-002487 filed by NBZ Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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