Position in NU
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,109,227
+$43,749 QoQ
Shares Held
83,026
+12.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#444
of 846 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 50%
Shared 0%
None 50%
Common Shares in NU Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026IPG Investment Advisors LLC holds $1,313,828 across 3 Banks - Regional names. NU ranks #1 (84.4% of the industry book) .
All Filings in NU
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,109,227 | 83,026 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,065,478 | 74,146 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,206,803 | 72,091 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,348,698 | 84,241 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $507,516 | 36,991 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $684,564 | 66,852 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $381,786 | 36,852 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $501,664 | 36,752 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $550,751 | 42,727 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $466,248 | 39,082 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $328,285 | 39,410 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $320,450 | 44,200 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $356,628 | 45,200 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $186,592 | 39,200 | Shares | Sole | 2023-05-12 | |
| No filing history on record for this holder in this stock. | ||||||