4Wealth Advisors
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4Wealth Advisors’s NioCorp Developments NB Stock Holding History

4Wealth Advisors’s Portfolio NB Stock Details NB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$315K Buy
90,155
+20,405
+29% +$88K 0.22% 95
2026
Q2 		$319K Buy
69,750
+757
+1% +$4.14K 0.24% 113
2026
Q1 		$289K Buy
+68,993
New +$396K 0.25% 112

Other funds holding NB

Harfst & Associates
Harfst & Associates Sheridan, Wyoming $667M AUM 13.29% 1-Year Est. Return
NLB Skladi upravljanje premozenja
NLB Skladi upravljanje premozenja Ljubljana $2.71B AUM 53.8% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Pilgrim Partners Asia
Pilgrim Partners Asia Singapore $506M AUM 28.94% 1-Year Est. Return
Kingsbury Capital Investment Advisors
Kingsbury Capital Investment Advisors Wilmette, Illinois $106M AUM
Blue Capital Inc
Blue Capital Inc Omaha, Nebraska $161M AUM 26.65% 1-Year Est. Return
Allen Capital Group
Allen Capital Group Grand Island, Nebraska $1.25B AUM 13.65% 1-Year Est. Return
Abel Hall LLC
Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return

4Wealth Advisors's NB Position: Q3 2026 in Review

4Wealth Advisors increased its NioCorp Developments (NB) stake by 29% in Q3 2026, buying an estimated $88K and bringing the position to 90,155 shares worth $315K. The position accounts for 0.22% of the portfolio, ranked #95.

4Wealth Advisors first reported a position in NB in Q1 2026 and has held it in 3 quarters since. The position peaked at $319K in Q2 2026. 50 funds tracked by Wall St. Rank hold NB as of Q3 2026.

  • 4Wealth Advisors held 90,155 shares of NioCorp Developments worth $315K as of Q3 2026.
  • 4Wealth Advisors bought 20,405 NioCorp Developments shares in Q3 2026, an estimated $88K.
  • NioCorp Developments made up 0.22% of 4Wealth Advisors's portfolio in Q3 2026, its #95 holding.
  • 4Wealth Advisors first reported a position in NioCorp Developments in Q1 2026 and has held it in 3 quarters since.
  • 4Wealth Advisors's NioCorp Developments position peaked at $319K in Q2 2026.
  • 50 funds tracked by Wall St. Rank held NioCorp Developments as of Q3 2026.

Based on 4Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.