13F Filings History of Nalls Sherbakoff Group, LLC

Latest 13F report
Q4 2025 - 12 Mar 2026
Value $
$138,649,794
Signature - Title
Jennifer Langley - Deputy Compliance Officer
Location
Knoxville, TN
Summary
This page shows a list of all the recent 13F filings made by Nalls Sherbakoff Group, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Nalls Sherbakoff Group, LLC reported 442 stock holdings with total value $138,649,794 as of Q4 2025. Top holdings included SCHB, SCHF, IGSB, SCHZ, and VNQ.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 442 $138,649,794 +$3,166,395 -$16,704,333 -$13,537,938 SCHB, SCHF, IGSB, SCHZ, VNQ 13F-HR 12 Mar 2026, 14:40
Q3 2025 425 $148,215,280 +$3,610,738 -$2,561,365 +$1,049,373 SCHB, SCHF, IGSB, SCHZ, VNQ 13F-HR 12 Mar 2026, 15:01
Q2 2025 428 $137,387,439 +$7,347,728 -$1,776,112 +$5,571,616 SCHB, SCHF, IGSB, SCHZ, VNQ 13F-HR 12 Mar 2026, 15:00
Q1 2025 434 $123,028,996 $0 $0 $0 SCHB, SCHF, IGSB, VNQ, SCHZ 13F-HR 12 Mar 2026, 15:00
Q4 2023 460 $112,334,833 +$3,384,235 -$4,142,570 -$758,335 SCHB, SCHF, IGSB, VNQ, SCHZ 13F-HR 09 Apr 2024, 15:57
Q3 2023 464 $102,785,879 +$1,977,219 -$1,863,382 +$113,837 SCHB, SCHF, IGSB, VNQ, SCHZ 13F-HR 17 Oct 2023, 16:37
Q2 2023 483 $101,432,100 +$2,258,741 -$961,321 +$1,297,420 SCHB, SCHF, IGSB, VNQ, SCHZ 13F-HR 17 Oct 2023, 16:35
Q1 2023 517 $100,445,143 $0 $0 $0 SCHB, SCHF, IGSB, VNQ, SCHZ 13F-HR 17 Oct 2023, 16:33
Q4 2018 387 $62,535,000 $0 $0 $0 SCHB, IGSB, SCHZ, SCHF, VNQ Restatement 15 Feb 2019, 16:36