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TPG Financial Advisors, LLC: NU position timeline

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

TPG Financial Advisors, LLC held 80,832 NU shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 80,832 shares
    Change vs previous 13F +28 shares

    0.32% of the 13F portfolio, value $1,079,916.

    13F-HR 0001706669-26-000008 filed by TPG Financial 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 80,804 shares
    Change vs previous 13F -28 shares

    0.38% of the 13F portfolio, value $1,161,153.

    13F-HR 0001706669-26-000006 filed by TPG Financial 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 80,832 shares
    Change vs previous 13F -12,472 shares

    0.45% of the 13F portfolio, value $1,353,128.

    13F-HR 0001706669-26-000003 filed by TPG Financial 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 93,304 shares
    Change vs previous 13F -21,607 shares

    0.56% of the 13F portfolio, value $1,493,797.

    13F-HR 0001706669-25-000009 filed by TPG Financial 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 114,911 shares
    Change vs previous 13F 0 shares

    0.63% of the 13F portfolio, value $1,576,579.

    13F-HR 0001706669-25-000007 filed by TPG Financial 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 114,911 shares
    Change vs previous 13F 0 shares

    0.52% of the 13F portfolio, value $1,176,689.

    13F-HR 0001706669-25-000004 filed by TPG Financial 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 114,911 shares
    Change vs previous 13F 0 shares

    0.52% of the 13F portfolio, value $1,190,478.

    13F-HR 0001706669-25-000001 filed by TPG Financial 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 114,911 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $1,568,535.

    13F-HR 0001706669-24-000004 filed by TPG Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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