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NBZ Investment Advisors LLC: WFC position timeline

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

NBZ Investment Advisors LLC held 11,234 WFC 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 11,234 shares
    Change vs previous 13F 0 shares

    0.36% of the 13F portfolio, value $928,378.

    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 11,234 shares
    Change vs previous 13F 0 shares

    0.39% of the 13F portfolio, value $894,339.

    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 11,234 shares
    Change vs previous 13F -39 shares

    0.46% of the 13F portfolio, value $1,047,009.

    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 11,273 shares
    Change vs previous 13F 0 shares

    0.49% of the 13F portfolio, value $944,903.

    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 11,273 shares
    Change vs previous 13F 0 shares

    0.52% of the 13F portfolio, value $903,193.

    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 11,273 shares
    Change vs previous 13F -45 shares

    0.47% of the 13F portfolio, value $809,289.

    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 11,318 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $794,976.

    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).