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StoneCrest Wealth Management, Inc.: NLR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of StoneCrest Wealth Management, Inc. on NLR, newest first. How the timeline and the estimate are built.

StoneCrest Wealth Management, Inc. held 38,626 NLR shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 38,626 shares
    Change vs previous 13F -4,433 shares

    1.43% of the 13F portfolio, value $4,479,843.

    13F-HR 0001951757-26-000973 filed by StoneCrest Wealth Management, Inc.
    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 43,059 shares
    Change vs previous 13F +811 shares

    2.43% of the 13F portfolio, value $5,735,028.

    13F-HR 0001951757-26-000528 filed by StoneCrest Wealth Management, Inc.
    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 42,248 shares
    Change vs previous 13F +3,148 shares

    2.12% of the 13F portfolio, value $5,247,202.

    13F-HR 0001951757-26-000215 filed by StoneCrest Wealth Management, Inc.
    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 39,100 shares
    Change vs previous 13F +1,531 shares

    2.32% of the 13F portfolio, value $5,303,915.

    13F-HR 0001951757-25-001189 filed by StoneCrest Wealth Management, Inc.
    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 37,569 shares
    Change vs previous 13F +24,832 shares

    1.99% of the 13F portfolio, value $4,176,921.

    13F-HR 0001951757-25-000846 filed by StoneCrest Wealth Management, Inc.
    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 12,737 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $933,240.

    13F-HR 0001951757-25-000307 filed by StoneCrest Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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