Skip to content
Disclosery

Comprehensive Financial Management LLC: NU position timeline

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

Comprehensive Financial Management LLC held 3,854,648 NU shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,854,648 shares
    Change vs previous 13F 0 shares

    1.69% of the 13F portfolio, value $51,498,097.

    13F-HR 0001172661-26-003450 filed by Comprehensive Financial 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 ended2026-03-31
    13F 3,854,648 shares
    Change vs previous 13F 0 shares

    1.84% of the 13F portfolio, value $55,391,292.

    13F-HR 0001172661-26-002088 filed by Comprehensive Financial 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 ended2025-12-31
    13F 3,854,648 shares
    Change vs previous 13F 0 shares

    1.95% of the 13F portfolio, value $64,526,808.

    13F-HR 0001172661-26-000971 filed by Comprehensive Financial 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 ended2025-09-30
    13F 3,854,648 shares
    Change vs previous 13F -545,634 shares

    1.71% of the 13F portfolio, value $61,712,914.

    13F-HR 0001172661-25-004942 filed by Comprehensive Financial Management LLC
    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 4,400,282 shares
    Change vs previous 13F 0 shares

    1.68% of the 13F portfolio, value $60,371,869.

    13F-HR 0001172661-25-003056 filed by Comprehensive Financial Management LLC
    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 4,400,282 shares
    Change vs previous 13F 0 shares

    1.42% of the 13F portfolio, value $45,058,888.

    13F-HR 0001172661-25-002099 filed by Comprehensive Financial Management LLC
    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 4,400,282 shares
    Change vs previous 13F 0 shares

    1.26% of the 13F portfolio, value $45,586,922.

    13F-HR 0001172661-25-000883 filed by Comprehensive Financial Management LLC
    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 4,400,282 shares
    Change vs previous 13F not available

    1.67% of the 13F portfolio, value $60,063,849.

    13F-HR 0001172661-24-004925 filed by Comprehensive Financial Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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