NBZ Investment Advisors LLC
All 13F Filings
- Location
- Knoxville, TN
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 258,949
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/30/2026 | 87 | 258,949 | 13F-HR | NBZ Investment Advisors LLC |
| Q2 2026 | 8/13/2026 | 86 | 256,495 | 13F-HR | NBZ Investment Advisors LLC |
| Q1 2026 | 5/4/2026 | 73 | 229,060 | 13F-HR | NBZ Investment Advisors LLC |
| Q4 2025 | 2/3/2026 | 68 | 229,781 | 13F-HR | NBZ Investment Advisors LLC |
| Q3 2025 | 11/12/2025 | 66 | 191,727 | 13F-HR | NBZ Investment Advisors LLC |
| Q2 2025 | 8/4/2025 | 62 | 175,695 | 13F-HR | NBZ Investment Advisors LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
432
(0.2% of total reported value)
· QoQ Δ:
-50
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 77.87 K | 30.1% | 1.125 K | 0 | 1.125 K |
| ETFs | 180.6 K | 69.9% | 1.383 K | 0 | 1.383 K |
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Fund Snapshot
Q3 2026
Latest filed
10/30/2026
Total value ($000)
258,949
Holdings
87
QoQ value change ($000)
2,454
(1.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.