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Apeiron RIA’s NACCO Industries NC Stock Holding History

Apeiron RIA’s Portfolio NC Stock Details NC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-4,147
Closed -$208K – 157
2026
Q2 		$208K Hold
4,147
– – 0.05% 159
2026
Q1 		$216K Hold
4,147
– – 0.05% 194
2025
Q4 		$223K Buy
+4,147
New +$191K 0.05% 195

Other funds holding NC

BAM
Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Apeiron RIA's NC Position: Q3 2026 in Review

Apeiron RIA sold out of NACCO Industries (NC) in Q3 2026, closing a stake of 4,147 shares — an estimated $208K sold.

Apeiron RIA first reported a position in NC in Q4 2025 and held it in 3 quarters. The position peaked at $223K in Q4 2025. 5 funds tracked by Wall St. Rank hold NC as of Q3 2026.

  • Apeiron RIA reported no remaining NACCO Industries position as of Q3 2026 after selling out during the quarter.
  • Apeiron RIA sold 4,147 NACCO Industries shares in Q3 2026, an estimated $208K.
  • Apeiron RIA first reported a position in NACCO Industries in Q4 2025 and held it in 3 quarters.
  • Apeiron RIA's NACCO Industries position peaked at $223K in Q4 2025.
  • 5 funds tracked by Wall St. Rank held NACCO Industries as of Q3 2026.

Based on Apeiron RIA's 13F filing for Q3 2026, filed 8 Oct 2026.