Position in NU
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$172,758
New position
Shares Held
12,931
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#665
of 836 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Trueblood Wealth Management, LLC holds $817,109 across 4 Banks - Regional names. NU ranks #3 (21.1% of the industry book) .
All Filings in NU
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $172,758 | 12,931 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||