Squire Investment Management Company, LLC NBHC — NATIONAL BK HLDGS CORP

Ownership history in Squire Investment Management Company, LLC  ·  8 quarters on record

AI Ownership Summary

Squire Investment Management Company, LLC reported NATIONAL BK HLDGS CORP (NBHC) in 8 quarterly 13F filings from 2024 Q3 through 2026 Q2. Peak portfolio weight reached 2.14% in 2024 Q3. The latest visible filing shows NBHC at 1.14% 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 NBHC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Squire Investment Management Company, LLC's position in NATIONAL BK HLDGS CORP, 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 Q2

NBHC was reported at 1.14% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.14% in 2024 Q3

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

Time in book
Holding Window
2024 Q3 to 2026 Q2

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 Squire Investment Management Company, LLC held NBHC — position size vs. price
% of Fund (quarterly)    NBHC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 106,976 — 0% 1.14% $4.8M 2026-07-28 $42.30
2026 Q1 UNCHANGED — — — 106,976 — 0% 1.16% $4.2M 2026-04-24 $41.93
2025 Q4 UNCHANGED — — — 106,976 — 0% 1.23% $4.1M 2026-01-22 $41.12
2025 Q3 UNCHANGED — — — 106,976 — 0% 1.35% $4.1M 2025-10-20 $35.73
2025 Q2 UNCHANGED — — — 106,976 — 0% 1.48% $4.0M 2025-07-16 $37.93
2025 Q1 ADDED — — — 106,976 +180 +0.2% 1.71% $4.1M 2025-05-08 $35.41
2024 Q4 UNCHANGED — — — 106,796 — 0% 2.02% $4.6M 2025-01-30 $40.44
2024 Q3 INITIATED — — — 106,796 — — 2.14% $4.5M 2024-11-06 $48.24

FAQ About Squire Investment Management Company, LLC and NBHC

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

How long has Squire Investment Management Company, LLC reported owning NBHC?

Squire Investment Management Company, LLC reported NBHC across 8 quarterly 13F filings, from 2024 Q3 through 2026 Q2.

What was the largest reported NBHC position in Squire Investment Management Company, LLC's portfolio?

The largest reported portfolio weight for NBHC was 2.14% in 2024 Q3.

What is the latest reported NBHC position on this page?

The most recent filing on this page is 2026 Q2, when Squire Investment Management Company, LLC reported 106,976 shares, equal to 1.14% of portfolio, with an estimated market value of $4.8M.

What does the chart on this NBHC ownership page compare?

The chart compares Squire Investment Management Company, LLC's quarterly NBHC 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.

← Back to Squire Investment Management Company, LLC Holdings