Skip to content
Disclosery

1858 WEALTH MANAGEMENT, LLC: NU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 1858 WEALTH MANAGEMENT, LLC on NU, newest first. How the timeline and the estimate are built.

1858 WEALTH MANAGEMENT, LLC held 113,841 NU shares at 2025-09-30 per its 13F-HR filed 2025-11-14.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 113,841 shares
    Change vs previous 13F -6,221 shares

    1.28% of the 13F portfolio, value $1,822,594.

    13F-HR 0001951757-25-001435 filed by 1858 WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-06-30
    13F 120,062 shares
    Change vs previous 13F +77,572 shares

    1.22% of the 13F portfolio, value $1,647,251.

    13F-HR 0001951757-25-000950 filed by 1858 WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-03-31
    13F 42,490 shares
    Change vs previous 13F +22,300 shares

    0.37% of the 13F portfolio, value $435,098.

    13F-HR 0001951757-25-000415 filed by 1858 WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-12-31
    13F 20,190 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $209,168.

    13F-HR 0001951757-25-000131 filed by 1858 WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).