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NBZ Investment Advisors LLC: XMHQ position timeline

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

NBZ Investment Advisors LLC held 129,534 XMHQ 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 129,534 shares
    Change vs previous 13F -1,395 shares

    5.71% of the 13F portfolio, value $14,621,786.

    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 130,929 shares
    Change vs previous 13F +8,266 shares

    5.92% of the 13F portfolio, value $13,534,089.

    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 122,663 shares
    Change vs previous 13F +10,896 shares

    5.48% of the 13F portfolio, value $12,563,194.

    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 111,767 shares
    Change vs previous 13F +11,642 shares

    6.14% of the 13F portfolio, value $11,731,084.

    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 100,125 shares
    Change vs previous 13F +3,173 shares

    5.63% of the 13F portfolio, value $9,836,241.

    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 96,952 shares
    Change vs previous 13F +20,578 shares

    5.13% of the 13F portfolio, value $8,874,025.

    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 76,374 shares
    Change vs previous 13F not available

    4.21% of the 13F portfolio, value $7,520,528.

    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).