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SWEENEY & MICHEL, LLC: NCA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SWEENEY & MICHEL, LLC on NCA, newest first. How the timeline and the estimate are built.

SWEENEY & MICHEL, LLC held 64,704 NCA shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 64,704 shares
    Change vs previous 13F -4,818 shares

    0.15% of the 13F portfolio, value $589,449.

    13F-HR 0001754960-26-000720 filed by SWEENEY & MICHEL, 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 69,522 shares
    Change vs previous 13F +86 shares

    0.19% of the 13F portfolio, value $650,032.

    13F-HR 0001754960-26-000261 filed by SWEENEY & MICHEL, 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 69,436 shares
    Change vs previous 13F -6,826 shares

    0.2% of the 13F portfolio, value $663,111.

    13F-HR 0001754960-26-000177 filed by SWEENEY & MICHEL, 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 76,262 shares
    Change vs previous 13F +138 shares

    0.23% of the 13F portfolio, value $676,440.

    13F-HR 0001754960-25-000788 filed by SWEENEY & MICHEL, 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 76,124 shares
    Change vs previous 13F +137 shares

    0.23% of the 13F portfolio, value $654,669.

    13F-HR 0001979556-25-000002 filed by SWEENEY & MICHEL, 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 75,987 shares
    Change vs previous 13F -12,469 shares

    0.28% of the 13F portfolio, value $636,767.

    13F-HR 0001979556-25-000001 filed by SWEENEY & MICHEL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 88,456 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $811,140.

    13F-HR 0001979556-24-000003 filed by SWEENEY & MICHEL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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