Skip to content
Disclosery

Laurel Wealth Planning LLC: NULG position timeline

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

Laurel Wealth Planning LLC held 86,349 NULG shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 86,349 shares
    Change vs previous 13F -709 shares

    4.47% of the 13F portfolio, value $10,108,014.

    13F-HR 0002063364-26-000236 filed by Laurel Wealth Planning 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 87,058 shares
    Change vs previous 13F +51,648 shares

    4.18% of the 13F portfolio, value $7,917,055.

    13F-HR 0002063364-26-000114 filed by Laurel Wealth Planning 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 35,410 shares
    Change vs previous 13F -1,229 shares

    1.92% of the 13F portfolio, value $3,463,098.

    13F-HR 0002063364-26-000014 filed by Laurel Wealth Planning 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 36,639 shares
    Change vs previous 13F -199 shares

    1.93% of the 13F portfolio, value $3,643,749.

    13F-HR 0002063364-25-000232 filed by Laurel Wealth Planning 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 36,838 shares
    Change vs previous 13F +638 shares

    1.97% of the 13F portfolio, value $3,460,931.

    13F-HR 0002063364-25-000199 filed by Laurel Wealth Planning 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 36,200 shares
    Change vs previous 13F -158 shares

    1.88% of the 13F portfolio, value $2,833,733.

    13F-HR 0002063364-25-000031 filed by Laurel Wealth Planning 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 36,358 shares
    Change vs previous 13F -296 shares

    2.01% of the 13F portfolio, value $3,121,000.

    13F-HR 0001842010-25-000002 filed by Laurel Wealth Planning 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 36,654 shares
    Change vs previous 13F not available

    1.98% of the 13F portfolio, value $3,029,000.

    13F-HR 0001842010-24-000010 filed by Laurel Wealth Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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