• 13F History

NBZ Investment Advisors LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 12, 2025
Value $
$179M
Signature - Title
Richard I. Zivi, Jr. - MANAGING MEMBER
Location
Knoxville, TN
Summary
This page shows a list of all the recent 13F filings made by NBZ Investment Advisors LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. NBZ Investment Advisors LLC reported 65 stock holdings with total value $179M as of Q4 2024. Top holdings included SPLG, JAAA, DIVO, OMFL, and SPGP.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 65 $179M $0 $0 SPLG, JAAA, DIVO, OMFL, SPGP 13F-HR 2/12/2025, 09:33 AM