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CAPTRUST FINANCIAL ADVISORS: NU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAPTRUST FINANCIAL ADVISORS on NU, newest first. How the timeline and the estimate are built.

CAPTRUST FINANCIAL ADVISORS held 169,808 NU shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 169,808 shares
    Change vs previous 13F -11,640 shares

    <0.01% of the 13F portfolio, value $2,268,630.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 181,448 shares
    Change vs previous 13F -8,014 shares

    <0.01% of the 13F portfolio, value $2,607,381.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 189,462 shares
    Change vs previous 13F +4,754 shares

    0.01% of the 13F portfolio, value $3,171,595.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 184,708 shares
    Change vs previous 13F -24,213 shares

    0.01% of the 13F portfolio, value $2,957,175.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 208,921 shares
    Change vs previous 13F +66,937 shares

    0.01% of the 13F portfolio, value $2,866,396.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 141,984 shares
    Change vs previous 13F -1,457 shares

    <0.01% of the 13F portfolio, value $1,453,916.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 143,441 shares
    Change vs previous 13F -40,194 shares

    <0.01% of the 13F portfolio, value $1,486,049.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 183,635 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,506,618.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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