Position in NB
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$75,143
+$7,842 QoQ
Shares Held
15,590
+3.3% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#126
of 209 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NB Over Time
Shares Held
Position Value (USD)
Position in Other Industrial Metals & Mining
Basic Materials · as of Jun 30, 2026Cypress Wealth Services, LLC holds $149,204 across 2 Other Industrial Metals & Mining names. NB ranks #1 (50.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NB |
Niocorp Developments Ltd
This page
|
15,590 | $75,143 | |
| 2 | TMQ |
Trilogy Metals Inc.
|
21,100 | $74,061 |
All Filings in NB
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $75,143 | 15,590 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $67,301 | 15,090 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $79,977 | 15,090 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $100,801 | 15,090 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $35,159 | 15,090 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $29,727 | 15,090 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $21,839 | 14,090 | Shares | Sole | 2025-01-15 | |
| No filing history on record for this holder in this stock. | ||||||