Advertisement
Screener

NBZ Investment Advisors LLC Last Quarter Change: USA Bonds: Convertible Notes, Unchanged

NBZ Investment Advisors LLC quarter change: USA Bonds: Convertible Notes, Unchanged

In convertible notes that pay a coupon (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, NBZ Investment Advisors LLC opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.

Two Form 13F-HR filings compared (SEC CIK 1998018): 2026-03-31 (filed 2026-05-04) and 2026-06-30 (filed 2026-08-13). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

No position of this class changed this way between the two filings.

Similar Firms

Firm NameCountry13F ValueHoldings
Granite Harbor Advisors, Inc.United States$0.229B129
Two Point Capital Management, Inc.United States$0.229B28
MONEYWISE, INC.United States$0.229B82
Taconic Capital Advisors LPUnited States$0.229B15
Altura Wealth Advisors Inc.United States$0.229B75
ABOUND FINANCIAL, LLCUnited States$0.229B283
NerdWallet Wealth Partners, LLCUnited States$0.229B59
Worth Financial Advisory Group, LLCUnited States$0.229B50
STUART INVESTMENT ADVISORS, INC.United States$0.229B27
Alternative Investment Advisors, LLC.United States$0.229B76