Next Level Wealth Planning’s NioCorp Developments NB Stock Holding History

Next Level Wealth Planning’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	$1.87K	Buy	+520	New	+$2.24K	﹤0.01%	468

Other funds holding NB

Private Management Group Irvine, California $3.63B AUM 11.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

CenterBook Partners Greenwich, Connecticut $2.18B AUM 12.5% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Harfst & Associates Sheridan, Wyoming $667M AUM 13.29% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Next Level Wealth Planning's NB Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in NioCorp Developments (NB) in Q3 2026: 520 shares worth $1.87K. The stake represents ﹤0.01% of the portfolio and ranks #468 among its holdings.

83 funds tracked by Wall St. Rank hold NB as of Q3 2026.

Next Level Wealth Planning held 520 shares of NioCorp Developments worth $1.87K as of Q3 2026.
NioCorp Developments was a new Next Level Wealth Planning position in Q3 2026.
NioCorp Developments made up ﹤0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #468 holding.
83 funds tracked by Wall St. Rank held NioCorp Developments as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.