Nalls Sherbakoff Group, LLC

13F Portfolio Filings

Most recent 13F
Q4 2025
Location
Knoxville, TN
CIK
0001767500
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2025 442 138,649 SCHB, SCHF, IGSB, SCHZ 13F-HR 3/12/2026 000143774926007920
Q3 2025 425 148,215 SCHB, SCHF, IGSB, SCHZ 13F-HR 3/12/2026 000143774926007926
Q2 2025 428 137,387 SCHB, SCHF, IGSB, SCHZ 13F-HR 3/12/2026 000143774926007925
Q1 2025 435 123,028 SCHB, SCHF, IGSB, VNQ 13F-HR 3/12/2026 000143774926007924
Q4 2023 460 112,334 SCHB, SCHF, IGSB, VNQ 13F-HR 4/9/2024 000143774924011529
Q3 2023 464 102,785 SCHB, SCHF, IGSB, VNQ 13F-HR 10/17/2023 000143774923028423
Q2 2023 483 101,793 SCHB, SCHF, IGSB, VNQ 13F-HR 10/17/2023 000143774923028421
Q1 2023 517 100,445 SCHB, SCHF, IGSB, VNQ 13F-HR 10/17/2023 000143774923028418
Q4 2018 422 62,561 SCHB, IGSB, SCHZ, SCHF RESTATEMENT 2/15/2019 000143774919002773
Additional filings from Nalls Sherbakoff Group, LLC that have since been restated