13F Filings History of NBZ Investment Advisors LLC

Latest 13F report
Q4 2025 - 03 Feb 2026
Value $
$229,071,851
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 61 stock holdings with total value $229,071,851 as of Q4 2025. Top holdings included DIVO, AKRE, BALT, SPYM, and SSO.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 61 $229,071,851 +$54,235,328 -$17,433,201 +$36,802,127 DIVO, AKRE, BALT, SPYM, SSO 13F-HR 03 Feb 2026, 15:08
Q3 2025 58 $190,964,014 +$27,512,266 -$22,312,690 +$5,199,576 SPLG, DIVO, BALT, GRNY, JAAA 13F-HR 12 Nov 2025, 11:09
Q2 2025 53 $174,649,138 +$4,684,894 -$18,932,360 -$14,247,466 DIVO, SPLG, SSO, BALT, JAAA 13F-HR 04 Aug 2025, 17:02
Q1 2025 57 $172,950,867 +$39,470,078 -$38,427,929 +$1,042,149 JAAA, DIVO, SPLG, BALT, SSO 13F-HR 09 May 2025, 13:02
Q4 2024 65 $178,557,477 $0 $0 $0 SPLG, JAAA, DIVO, OMFL, SPGP 13F-HR 12 Feb 2025, 09:33