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INVESTMENT MANAGEMENT ASSOCIATES INC /ADV: NU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of INVESTMENT MANAGEMENT ASSOCIATES INC /ADV on NU, newest first. How the timeline and the estimate are built.

INVESTMENT MANAGEMENT ASSOCIATES INC /ADV held 1,256,018 NU shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,256,018 shares
    Change vs previous 13F +182,401 shares

    4.26% of the 13F portfolio, value $16,780,400.

    13F-HR 0000052024-26-000004 filed by INVESTMENT MANAGEMENT ASSOCIATES INC /ADV
    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 1,073,617 shares
    Change vs previous 13F +144,894 shares

    4.18% of the 13F portfolio, value $15,427,876.

    13F-HR 0000052024-26-000002 filed by INVESTMENT MANAGEMENT ASSOCIATES INC /ADV
    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 928,723 shares
    Change vs previous 13F +430,383 shares

    4.35% of the 13F portfolio, value $15,546,823.

    13F-HR 0000052024-26-000001 filed by INVESTMENT MANAGEMENT ASSOCIATES INC /ADV
    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 498,340 shares
    Change vs previous 13F not available

    2.37% of the 13F portfolio, value $7,978,423.

    13F-HR 0000052024-25-000006 filed by INVESTMENT MANAGEMENT ASSOCIATES INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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