STALEY CAPITAL ADVISERS INC NML NEUBERGER BRMN. MLP INCOME

Ownership history in STALEY CAPITAL ADVISERS INC  ·  44 quarters on record

AI Ownership Summary

STALEY CAPITAL ADVISERS INC reported NEUBERGER BRMN. MLP INCOME (NML) in 44 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.05% in 2026 Q1. The latest visible filing shows NML at 0.05% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this NML ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was STALEY CAPITAL ADVISERS INC's position in NEUBERGER BRMN. MLP INCOME, 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

NML was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.05% in 2026 Q1

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

Time in book
Holding Window
2023 Q4 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 STALEY CAPITAL ADVISERS INC held NML — position size vs. price
% of Fund (quarterly)    NML price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 115,000 0% 0.05% $1.2M 2026-04-29 $10.25
2025 Q4 UNCHANGED 115,000 0% 0.04% $978K 2026-02-05 $9.05
2025 Q3 UNCHANGED 115,000 0% 0.04% $1.0M 2025-11-12 $8.23
2025 Q2 UNCHANGED 115,000 0% 0.04% $1.0M 2025-08-14 $8.12
2025 Q1 UNCHANGED 115,000 0% 0.05% $1.0M 2025-05-12 $8.03
2024 Q4 UNCHANGED 115,000 0% 0.05% $1.0M 2025-02-07 $8.19
2024 Q3 UNCHANGED 115,000 0% 0.04% $943K 2024-11-08 $7.90
2024 Q2 UNCHANGED 115,000 0% 0.04% $920K 2024-08-13 $6.78
2024 Q1 UNCHANGED 115,000 0% 0.04% $848K 2024-05-06 $6.31
2023 Q4 UNCHANGED 115,000 0% 0.04% $791K 2024-02-12 $5.44
34 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About STALEY CAPITAL ADVISERS INC and NML

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

How long has STALEY CAPITAL ADVISERS INC reported owning NML?

STALEY CAPITAL ADVISERS INC reported NML across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported NML position in STALEY CAPITAL ADVISERS INC's portfolio?

The largest reported portfolio weight for NML was 0.05% in 2026 Q1.

What is the latest reported NML position on this page?

The most recent filing on this page is 2026 Q1, when STALEY CAPITAL ADVISERS INC reported 115,000 shares, equal to 0.05% of portfolio, with an estimated market value of $1.2M.

What does the chart on this NML ownership page compare?

The chart compares STALEY CAPITAL ADVISERS INC's quarterly NML 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.

How well did STALEY CAPITAL ADVISERS INC time their NML position?

Based on 13F filing dates vs. subsequent NML price moves, STALEY CAPITAL ADVISERS INC correctly timed 8 out of 21 reported position changes (38%). The annualised alpha on NML relative to SPY over the holding period was -8.8%.

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