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NBZ Investment Advisors LLC: JULU position timeline

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

NBZ Investment Advisors LLC held 20,303 JULU 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 20,303 shares
    Change vs previous 13F -154 shares

    0.25% of the 13F portfolio, value $651,477.

    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 20,457 shares
    Change vs previous 13F 0 shares

    0.26% of the 13F portfolio, value $584,047.

    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 20,457 shares
    Change vs previous 13F 0 shares

    0.27% of the 13F portfolio, value $607,777.

    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 20,457 shares
    Change vs previous 13F -3,025 shares

    0.31% of the 13F portfolio, value $598,572.

    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 23,482 shares
    Change vs previous 13F 0 shares

    0.37% of the 13F portfolio, value $646,643.

    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 23,482 shares
    Change vs previous 13F -22,190 shares

    0.35% of the 13F portfolio, value $599,026.

    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 45,672 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $1,209,495.

    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).