DOSSIER · 13F Holders · Q2 2026
NBPIX

NB Partners Fund Inv

3 institutions still hold NB Partners Fund Inv as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 641224787·3 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$486K
visible holders
Holders
3
filers reporting
Concentration
98.78%
Wealthspire Advisors, LLC #1
top holder share
AI Holders Summary · Q2 2026

3 institutions reported NBPIX in Q2 2026. Wealthspire Advisors, LLC leads at 98.8% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Wealthspire Advisors, LLC
CIK 0001646247
$480K8K0.00%Q2 2026
02
Financial Gravity Companies, Inc.
CIK 0001377167
$3K520.00%Q2 2026
03
Financial Gravity Asset Management, Inc.
CIK 0001741736
$3K520.00%Q1 2026