Relyea Zuckerberg Hanson LLC NBSD NEUBERGER BERMAN ETF TRUST

Ownership history in Relyea Zuckerberg Hanson LLC  ·  3 quarters on record

AI Ownership Summary

Relyea Zuckerberg Hanson LLC reported NEUBERGER BERMAN ETF TRUST (NBSD) in 3 quarterly 13F filings from 2025 Q3 through 2026 Q1. Peak portfolio weight reached 0.02% in 2025 Q3. The latest visible filing shows NBSD at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this NBSD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Relyea Zuckerberg Hanson LLC's position in NEUBERGER BERMAN ETF TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

NBSD was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Relyea Zuckerberg Hanson LLC held NBSD — position size vs. price
% of Fund (quarterly)    NBSD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 4,036 +46 +1.2% 0.02% $205K 2026-04-30 $50.57
2025 Q4 ADDED 3,990 +47 +1.2% 0.02% $204K 2026-01-20 $50.32
2025 Q3 INITIATED 3,943 0.02% $202K 2025-10-21 $49.77

FAQ About Relyea Zuckerberg Hanson LLC and NBSD

These are the practical questions this page is built to answer before you even open the full history table.

How long has Relyea Zuckerberg Hanson LLC reported owning NBSD?

Relyea Zuckerberg Hanson LLC reported NBSD across 3 quarterly 13F filings, from 2025 Q3 through 2026 Q1.

What was the largest reported NBSD position in Relyea Zuckerberg Hanson LLC's portfolio?

The largest reported portfolio weight for NBSD was 0.02% in 2025 Q3.

What is the latest reported NBSD position on this page?

The most recent filing on this page is 2026 Q1, when Relyea Zuckerberg Hanson LLC reported 4,036 shares, equal to 0.02% of portfolio, with an estimated market value of $205K.

What does the chart on this NBSD ownership page compare?

The chart compares Relyea Zuckerberg Hanson LLC's quarterly NBSD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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