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Disclosery

NBZ Investment Advisors LLC: JAAA position timeline

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

NBZ Investment Advisors LLC held 274,249 JAAA 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 274,249 shares
    Change vs previous 13F -11,945 shares

    5.41% of the 13F portfolio, value $13,846,844.

    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 286,194 shares
    Change vs previous 13F +5,631 shares

    6.31% of the 13F portfolio, value $14,415,590.

    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 280,563 shares
    Change vs previous 13F +34,158 shares

    6.19% of the 13F portfolio, value $14,190,855.

    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 246,405 shares
    Change vs previous 13F -2,780 shares

    6.55% of the 13F portfolio, value $12,512,464.

    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 249,185 shares
    Change vs previous 13F -237,843 shares

    7.24% of the 13F portfolio, value $12,646,117.

    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 487,028 shares
    Change vs previous 13F -11,311 shares

    14.28% of the 13F portfolio, value $24,697,180.

    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 498,339 shares
    Change vs previous 13F not available

    14.15% of the 13F portfolio, value $25,270,795.

    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).