Position in NU
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$1,723
-$130 QoQ
Shares Held
129
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#816
of 847 holders
Holding Since
Dec 2025
3 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, 2026Copia Wealth Management holds $6,223 across 3 Banks - Regional names. NU ranks #3 (27.7% of the industry book) .
All Filings in NU
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,723 | 129 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $1,853 | 129 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $2,159 | 129 | Shares | Sole | 2026-02-06 | |
| No filing history on record for this holder in this stock. | ||||||