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Plum Street Advisors, LLC: NULV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Plum Street Advisors, LLC on NULV, newest first. How the timeline and the estimate are built.

Plum Street Advisors, LLC held 85,371 NULV shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 85,371 shares
    Change vs previous 13F +7,886 shares

    1.36% of the 13F portfolio, value $4,267,696.

    13F-HR 0002068236-26-000003 filed by Plum Street Advisors, 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 77,485 shares
    Change vs previous 13F -47 shares

    1.22% of the 13F portfolio, value $3,525,568.

    13F-HR 0002068236-26-000002 filed by Plum Street Advisors, 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 77,532 shares
    Change vs previous 13F +23,090 shares

    1.24% of the 13F portfolio, value $3,492,817.

    13F-HR 0002068236-26-000001 filed by Plum Street Advisors, 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 54,442 shares
    Change vs previous 13F +1,843 shares

    0.92% of the 13F portfolio, value $2,386,030.

    13F-HR 0002068236-25-000008 filed by Plum Street Advisors, 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 52,599 shares
    Change vs previous 13F +31 shares

    0.97% of the 13F portfolio, value $2,204,687.

    13F-HR 0002068236-25-000007 filed by Plum Street Advisors, 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 52,568 shares
    Change vs previous 13F +1,785 shares

    1.03% of the 13F portfolio, value $2,128,478.

    13F-HR 0002068236-25-000006 filed by Plum Street Advisors, 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 50,783 shares
    Change vs previous 13F +12,603 shares

    0.99% of the 13F portfolio, value $1,999,327.

    13F-HR 0002068236-25-000005 filed by Plum Street Advisors, 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 38,180 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $1,592,870.

    13F-HR 0002068236-25-000004 filed by Plum Street Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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