Position in NU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$283,632
-$21,443 QoQ
Shares Held
21,230
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#607
of 847 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NU Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Southeast Asset Advisors, LLC holds $4,375,013 across 5 Banks - Regional names. NU ranks #3 (6.5% of the industry book) .
All Filings in NU
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $283,632 | 21,230 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $305,075 | 21,230 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $355,423 | 21,232 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $679,816 | 42,462 | Shares | Sole | 2025-11-07 | |
| No filing history on record for this holder in this stock. | ||||||