Skip to content
Disclosery

Refined Wealth Management: NULG position timeline

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

Refined Wealth Management held 7,323 NULG shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,323 shares
    Change vs previous 13F -414 shares

    0.52% of the 13F portfolio, value $857,230.

    13F-HR 0001724729-26-000005 filed by Refined Wealth Management
    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 7,737 shares
    Change vs previous 13F -4,773 shares

    0.44% of the 13F portfolio, value $703,603.

    13F-HR 0001724729-26-000003 filed by Refined Wealth Management
    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 12,510 shares
    Change vs previous 13F +5 shares

    0.82% of the 13F portfolio, value $1,223,459.

    13F-HR 0001724729-26-000001 filed by Refined Wealth Management
    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 12,505 shares
    Change vs previous 13F -348 shares

    0.8% of the 13F portfolio, value $1,243,641.

    13F-HR 0001724729-25-000008 filed by Refined Wealth Management
    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 12,853 shares
    Change vs previous 13F -568 shares

    0.83% of the 13F portfolio, value $1,207,557.

    13F-HR 0001724729-25-000005 filed by Refined Wealth Management
    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 13,421 shares
    Change vs previous 13F -205,737 shares

    0.86% of the 13F portfolio, value $1,050,609.

    13F-HR 0001724729-25-000003 filed by Refined Wealth Management
    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 219,158 shares
    Change vs previous 13F -8,778 shares

    14.32% of the 13F portfolio, value $18,812,493.

    13F-HR 0001724729-25-000001 filed by Refined Wealth Management
    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 227,936 shares
    Change vs previous 13F not available

    14.52% of the 13F portfolio, value $18,834,346.

    13F-HR 0001724729-24-000006 filed by Refined Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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