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Disclosery

KWB Wealth: NURE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of KWB Wealth on NURE, newest first. How the timeline and the estimate are built.

KWB Wealth held 29,816 NURE shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,816 shares
    Change vs previous 13F +2,222 shares

    0.08% of the 13F portfolio, value $964,249.

    13F-HR 0001822236-26-000003 filed by KWB Wealth
    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 27,594 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $777,047.

    13F-HR 0001822236-26-000002 filed by KWB Wealth
    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 27,594 shares
    Change vs previous 13F +5,357 shares

    0.07% of the 13F portfolio, value $777,047.

    13F-HR 0001822236-26-000001 filed by KWB Wealth
    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 22,237 shares
    Change vs previous 13F +23 shares

    0.07% of the 13F portfolio, value $659,240.

    13F-HR 0001085146-25-005834 filed by KWB Wealth
    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 22,214 shares
    Change vs previous 13F +1,479 shares

    0.08% of the 13F portfolio, value $694,654.

    13F-HR 0001085146-25-003922 filed by KWB Wealth
    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 20,735 shares
    Change vs previous 13F +3,079 shares

    0.08% of the 13F portfolio, value $659,390.

    13F-HR 0001085146-25-002033 filed by KWB Wealth
    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 17,656 shares
    Change vs previous 13F +1,335 shares

    0.07% of the 13F portfolio, value $598,696.

    13F-HR 0001085146-25-000175 filed by KWB Wealth
    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 16,321 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $507,464.

    13F-HR 0001085146-24-004658 filed by KWB Wealth
    Filed (acceptance time not in the bulk data set), ingested

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