Position in NU
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,333,902
-$116,792 QoQ
Shares Held
99,843
-1.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.39%
of 13F equity value
Holder Rank
#421
of 847 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NU Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Prasad Wealth Partners, LLC holds $2,691,313 across 4 Banks - Regional names. NU ranks #1 (49.6% of the industry book) .
All Filings in NU
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,333,902 | 99,843 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,450,694 | 100,953 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,736,741 | 103,748 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,713,374 | 107,019 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,725,660 | 125,777 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $1,095,485 | 106,981 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $345,775 | 33,376 | Shares | Sole | 2025-02-04 | |
| No filing history on record for this holder in this stock. | ||||||