Position in NUV
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$317,333
+$7,916 QoQ
Shares Held
34,418
0.0% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#104
of 234 holders
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NUV Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Capital Square, LLC holds $699,987 across 3 Asset Management names. NUV ranks #1 (45.3% of the industry book) .
All Filings in NUV
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $317,333 | 34,418 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $309,417 | 34,418 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $266,536 | 29,419 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $399,484 | 44,486 | Shares | Sole | 2025-11-21 | |
| 2025-06-30 | $386,583 | 44,486 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $390,150 | 44,487 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $382,134 | 44,486 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $459,298 | 50,920 | Shares | Sole | 2024-11-13 | |
| 2024-03-31 | $311,382 | 35,750 | Shares | Sole | 2024-05-07 | |
| No filing history on record for this holder in this stock. | ||||||