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Disclosery

NBZ Investment Advisors LLC: SCHB position timeline

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

NBZ Investment Advisors LLC held 303,344 SCHB 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 303,344 shares
    Change vs previous 13F -2,286 shares

    3.43% of the 13F portfolio, value $8,784,845.

    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 305,630 shares
    Change vs previous 13F -6,901 shares

    3.36% of the 13F portfolio, value $7,671,316.

    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 312,531 shares
    Change vs previous 13F -708 shares

    3.58% of the 13F portfolio, value $8,197,687.

    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 313,239 shares
    Change vs previous 13F -476 shares

    4.22% of the 13F portfolio, value $8,053,382.

    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 313,715 shares
    Change vs previous 13F -1,756 shares

    4.28% of the 13F portfolio, value $7,475,824.

    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 315,471 shares
    Change vs previous 13F -11,939 shares

    3.93% of the 13F portfolio, value $6,792,097.

    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 327,410 shares
    Change vs previous 13F not available

    4.16% of the 13F portfolio, value $7,432,198.

    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).