Position in NU
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$862,615
+$94,165 QoQ
Shares Held
64,567
+20.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.81%
of 13F equity value
Holder Rank
#476
of 846 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NU Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026MBM WEALTH CONSULTANTS, LLC holds $1,595,991 across 2 Banks - Regional names. NU ranks #1 (54.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NU |
Nu Holdings Ltd.
This page
|
64,567 | $862,615 | |
| 2 | USB |
US Bancorp De
|
12,142 | $733,376 |
All Filings in NU
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $862,615 | 64,567 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $768,450 | 53,476 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $841,754 | 50,284 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $795,328 | 49,677 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $794,785 | 57,929 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $495,882 | 48,426 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $473,742 | 45,728 | Shares | Sole | 2025-01-17 | |
| No filing history on record for this holder in this stock. | ||||||