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OPTIMUM INVESTMENT ADVISORS: NUV position timeline

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

OPTIMUM INVESTMENT ADVISORS held 43,000 NUV shares at 2025-09-30 per its 13F-HR filed 2025-10-21.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 43,000 shares
    Change vs previous 13F -700 shares

    0.15% of the 13F portfolio, value $386,140.

    13F-HR 0001580642-25-006637 filed by OPTIMUM INVESTMENT ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 43,700 shares
    Change vs previous 13F -12,500 shares

    0.16% of the 13F portfolio, value $379,753.

    13F-HR 0001580642-25-004652 filed by OPTIMUM INVESTMENT ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 56,200 shares
    Change vs previous 13F +5,000 shares

    0.23% of the 13F portfolio, value $492,874.

    13F-HR 0001580642-25-002640 filed by OPTIMUM INVESTMENT ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 51,200 shares
    Change vs previous 13F +1,500 shares

    0.19% of the 13F portfolio, value $439,808.

    13F-HR 0001580642-25-000952 filed by OPTIMUM INVESTMENT ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 49,700 shares
    Change vs previous 13F -6,500 shares

    0.19% of the 13F portfolio, value $448,294.

    13F-HR 0001580642-24-006190 filed by OPTIMUM INVESTMENT ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 56,200 shares
    Change vs previous 13F -1,772 shares

    0.22% of the 13F portfolio, value $485,006.

    13F-HR 0001580642-24-003677 filed by OPTIMUM INVESTMENT ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 57,972 shares
    Change vs previous 13F +7,000 shares

    0.23% of the 13F portfolio, value $504,936.

    13F-HR 0001580642-24-002122 filed by OPTIMUM INVESTMENT ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 50,972 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $438,359.

    13F-HR 0001580642-24-000123 filed by OPTIMUM INVESTMENT ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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