NBZ Investment Advisors LLC: SSO position timeline

NBZ Investment Advisors LLC held 0 SSO shares at 2026-03-31 per its 13F-HR filed 2026-05-04.

the latest 13F is the newest step

1. period ended2026-03-31

   13F 0 shares

   Change vs previous 13F -271,756 shares

   13F-HR 0001398344-26-008218 filed by NBZ Investment Advisors LLC
   Filed 2026-05-04 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-12-31

   13F 271,756 shares

   Change vs previous 13F +271,756 shares

   6.87% of the 13F portfolio, value $15,740,096.

   13F-HR 0001398344-26-001994 filed by NBZ Investment Advisors LLC
   Filed 2026-02-03 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

3. period ended2025-09-30

   13F 0 shares

   Change vs previous 13F -140,474 shares

   13F-HR 0001398344-25-020740 filed by NBZ Investment Advisors LLC
   Filed 2025-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

   Exited: the 13F for this period no longer lists the position.

4. period ended2025-06-30

   13F 140,474 shares

   Change vs previous 13F -203 shares

   7.86% of the 13F portfolio, value $13,727,109.

   13F-HR 0001398344-25-014441 filed by NBZ Investment Advisors LLC
   Filed 2025-08-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

5. period ended2025-03-31

   13F 140,677 shares

   Change vs previous 13F not available

   6.73% of the 13F portfolio, value $11,645,226.

   13F-HR 0001398344-25-009079 filed by NBZ Investment Advisors LLC
   Filed 2025-05-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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