Position in NU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$224,327
-$96,009 QoQ
Shares Held
16,791
-24.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#633
of 846 holders
Holding Since
Sep 2024
4 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, 2026EARNED WEALTH ADVISORS, LLC holds $1,343,132 across 4 Banks - Regional names. NU ranks #3 (16.7% 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 | $224,327 | 16,791 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $320,336 | 22,292 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $322,563 | 19,269 | Shares | Sole | 2026-01-27 | |
| 2024-09-30 | $7,084 | 519 | Shares | Sole | 2024-11-01 | |
| No filing history on record for this holder in this stock. | ||||||