Position in NU
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$328,656
+$36,931 QoQ
Shares Held
24,600
+21.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#583
of 846 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NU Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Asset One Wealth Management LLC holds $5,889,541 across 3 Banks - Regional names. NU ranks #3 (5.6% 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 | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $328,656 | 24,600 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $291,725 | 20,301 | Shares | Sole | 2026-05-13 | |
| No filing history on record for this holder in this stock. | ||||||