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Disclosery

Recurrent Investment Advisors LLC: NEM position timeline

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

Recurrent Investment Advisors LLC held 97,245 NEM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 97,245 shares
    Change vs previous 13F 0 shares

    0.56% of the 13F portfolio, value $9,082,683.

    13F-HR 0001420506-26-001686 filed by Recurrent 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 97,245 shares
    Change vs previous 13F +2,500 shares

    0.63% of the 13F portfolio, value $10,526,772.

    13F-HR 0001420506-26-001065 filed by Recurrent 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 94,745 shares
    Change vs previous 13F -764 shares

    0.7% of the 13F portfolio, value $9,460,288.

    13F-HR 0001420506-26-000354 filed by Recurrent 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 95,509 shares
    Change vs previous 13F 0 shares

    0.62% of the 13F portfolio, value $8,052,364.

    13F-HR 0001420506-25-003193 filed by Recurrent 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 95,509 shares
    Change vs previous 13F +18,922 shares

    0.45% of the 13F portfolio, value $5,564,354.

    13F-HR 0001420506-25-002061 filed by Recurrent 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 76,587 shares
    Change vs previous 13F +24,748 shares

    0.31% of the 13F portfolio, value $3,697,620.

    13F-HR 0001420506-25-001207 filed by Recurrent 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 51,839 shares
    Change vs previous 13F +23,591 shares

    0.18% of the 13F portfolio, value $1,929,448.

    13F-HR 0001420506-25-000549 filed by Recurrent Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 28,248 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $1,509,856.

    13F-HR 0001420506-24-002436 filed by Recurrent Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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