Position in NU
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$3,188,938
+$172,604 QoQ
Shares Held
238,693
+13.7% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
1.24%
of 13F equity value
Holder Rank
#339
of 853 holders
Holding Since
Sep 2023
6 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, 2026CHANNEL WEALTH LLC holds $7,526,589 across 4 Banks - Regional names. NU ranks #1 (42.4% of the industry book) .
All Filings in NU
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,188,938 | 238,693 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $3,016,334 | 209,905 | Shares | Sole | 2026-05-12 | |
| 2024-06-30 | $1,300,833 | 100,918 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $1,796,502 | 150,587 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $1,514,943 | 181,866 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $1,097,461 | 151,374 | Shares | Sole | 2023-10-24 | |
| No filing history on record for this holder in this stock. | ||||||