Position in NU
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$594,918
-$98,118 QoQ
Shares Held
41,400
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.74%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in NU Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Pathfinder Wealth Consulting, Inc. holds $3,683,789 across 4 Banks - Regional names. NU ranks #2 (16.1% of the industry book) .
All Filings in NU
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $594,918 | 41,400 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $693,036 | 41,400 | Shares | Sole | 2026-02-09 | |
| No filing history on record for this holder in this stock. | ||||||