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Disclosery

Heron Bay Capital Management: NU position timeline

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

Heron Bay Capital Management held 0 NU shares at 2026-03-31 per its 13F-HR filed 2026-05-13.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -23,714 shares

    13F-HR 0001951757-26-000852 filed by Heron Bay Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 23,714 shares
    Change vs previous 13F -238 shares

    0.08% of the 13F portfolio, value $396,972.

    13F-HR 0001951757-26-000446 filed by Heron Bay Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 23,952 shares
    Change vs previous 13F -531 shares

    0.07% of the 13F portfolio, value $383,472.

    13F-HR 0001951757-25-001403 filed by Heron Bay Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 24,483 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $335,907.

    13F-HR 0001951757-25-001071 filed by Heron Bay Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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