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Sullivan Wood Capital Management LLC: NU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sullivan Wood Capital Management LLC on NU, newest first. How the timeline and the estimate are built.

Sullivan Wood Capital Management LLC held 117,170 NU shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 117,170 shares
    Change vs previous 13F -4,100 shares

    2.27% of the 13F portfolio, value $1,483,372.

    13F-HR 0002077718-26-000004 filed by Sullivan Wood Capital Management LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 121,270 shares
    Change vs previous 13F -22,080 shares

    2.22% of the 13F portfolio, value $1,620,167.

    13F-HR 0002077718-26-000003 filed by Sullivan Wood Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 143,350 shares
    Change vs previous 13F -1,800 shares

    3.61% of the 13F portfolio, value $2,059,940.

    13F-HR 0002077718-26-000002 filed by Sullivan Wood Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 145,150 shares
    Change vs previous 13F +49,500 shares

    3.66% of the 13F portfolio, value $2,429,811.

    13F-HR 0002077718-26-000001 filed by Sullivan Wood Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 95,650 shares
    Change vs previous 13F +17,450 shares

    2.26% of the 13F portfolio, value $1,531,357.

    13F-HR 0002077718-25-000002 filed by Sullivan Wood Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 78,200 shares
    Change vs previous 13F not available

    2.24% of the 13F portfolio, value $1,072,904.

    13F-HR 0002077718-25-000001 filed by Sullivan Wood Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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