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NBZ Investment Advisors LLC: XSMO position timeline

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

NBZ Investment Advisors LLC held 178,992 XSMO 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 178,992 shares
    Change vs previous 13F -5,304 shares

    6.55% of the 13F portfolio, value $16,759,013.

    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 184,296 shares
    Change vs previous 13F +9,768 shares

    6.13% of the 13F portfolio, value $14,010,202.

    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 174,528 shares
    Change vs previous 13F +12,476 shares

    5.49% of the 13F portfolio, value $12,567,762.

    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 162,052 shares
    Change vs previous 13F +17,402 shares

    6.24% of the 13F portfolio, value $11,922,200.

    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 144,650 shares
    Change vs previous 13F +4,416 shares

    5.63% of the 13F portfolio, value $9,839,071.

    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 140,234 shares
    Change vs previous 13F +29,005 shares

    5.09% of the 13F portfolio, value $8,799,675.

    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 111,229 shares
    Change vs previous 13F not available

    4.12% of the 13F portfolio, value $7,353,320.

    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).