Nbz Investment Advisors Llc Stock Trading & 13F Insights
13F Portfolio Filings
- Most recent 13FQ4 2025
- Locationknoxville, TN
- CIK0001998018
- All SEC filings
Q4 2025 Summary
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
68 | $229.78M | DIVO, PROFESIONALLY MANAGED PORTFO, BALT, KRE | 13F-HR | Feb 3, 2026 | 000139834426001994 | ||
66 | $191.73M | KRE, DIVO, BALT, TIDAL TRUST I | 13F-HR | Nov 12, 2025 | 000139834425020740 | ||
62 | $175.7M | DIVO, KRE, SSO, BALT | 13F-HR | Aug 4, 2025 | 000139834425014441 | ||
65 | $173.68M | JAAA, DIVO, KRE, BALT | 13F-HR | May 9, 2025 | 000139834425009079 | ||
69 | $179.12M | KRE, JAAA, DIVO, OMFL | 13F-HR | Feb 12, 2025 | 000139834425002487 |