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Dynamic Financial Group: NUV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Dynamic Financial Group on NUV, newest first. How the timeline and the estimate are built.

Dynamic Financial Group held 166,319 NUV shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 166,319 shares
    Change vs previous 13F -102,058 shares

    1.16% of the 13F portfolio, value $1,533,461.

    13F-HR 0001172661-26-002829 filed by Dynamic Financial Group
    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 268,377 shares
    Change vs previous 13F +289 shares

    1.97% of the 13F portfolio, value $2,412,713.

    13F-HR 0001172661-26-001704 filed by Dynamic Financial Group
    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 268,088 shares
    Change vs previous 13F +53,333 shares

    2.07% of the 13F portfolio, value $2,428,880.

    13F-HR 0001172661-26-000302 filed by Dynamic Financial Group
    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 214,755 shares
    Change vs previous 13F +61,233 shares

    1.67% of the 13F portfolio, value $1,928,497.

    13F-HR 0001172661-25-004464 filed by Dynamic Financial Group
    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 153,522 shares
    Change vs previous 13F +49,461 shares

    1.29% of the 13F portfolio, value $1,334,103.

    13F-HR 0001172661-25-002741 filed by Dynamic Financial Group
    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 104,061 shares
    Change vs previous 13F +85,226 shares

    0.91% of the 13F portfolio, value $912,612.

    13F-HR 0001172661-25-001760 filed by Dynamic Financial Group
    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 18,835 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $161,797.

    13F-HR 0001172661-25-001435 filed by Dynamic Financial Group
    Filed (acceptance time not in the bulk data set), ingested

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