Position in NU
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$186,278
New position
Shares Held
12,963
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Banks - Regional
Financial Services · as of Mar 31, 202649 WEALTH MANAGEMENT, LLC holds $1,349,532 across 2 Banks - Regional names. NU ranks #2 (13.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OVBC |
Ohio Valley Banc Corp
|
26,522 | $1,163,254 | |
| 2 | NU |
Nu Holdings Ltd.
This page
|
12,963 | $186,278 |
All Filings in NU
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $186,278 | 12,963 | Shares | Sole | 2026-05-13 | |
| No filing history on record for this holder in this stock. | ||||||