Skip to content
Disclosery

NBZ Investment Advisors LLC: SPYM position timeline

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

NBZ Investment Advisors LLC held 394,763 SPYM 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 394,763 shares
    Change vs previous 13F -4,305 shares

    13.55% of the 13F portfolio, value $34,691,752.

    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 399,068 shares
    Change vs previous 13F +197,519 shares

    13.36% of the 13F portfolio, value $30,544,666.

    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 201,549 shares
    Change vs previous 13F -175,094 shares

    7.06% of the 13F portfolio, value $16,168,259.

    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 376,643 shares
    Change vs previous 13F +179,927 shares

    15.45% of the 13F portfolio, value $29,506,199.

    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 196,716 shares
    Change vs previous 13F +1,605 shares

    8.19% of the 13F portfolio, value $14,299,255.

    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 195,111 shares
    Change vs previous 13F -200,491 shares

    7.42% of the 13F portfolio, value $12,830,522.

    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 395,602 shares
    Change vs previous 13F not available

    15.27% of the 13F portfolio, value $27,272,803.

    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).