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Disclosery

Focus Partners Wealth: NU position timeline

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

Focus Partners Wealth held 2,687,611 NU shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,687,611 shares
    Change vs previous 13F -221,608 shares

    0.03% of the 13F portfolio, value $35,906,471.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 2,668,282 shares
    • Focus Partners Advisor Solutions, LLC: 19,329 shares

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

  2. period ended2026-03-31
    13F 2,909,219 shares
    Change vs previous 13F -3,296,111 shares

    0.04% of the 13F portfolio, value $42,517,650.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 2,856,528 shares
    • Focus Partners Advisor Solutions, LLC: 52,691 shares

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

  3. period ended2025-12-31
    13F 6,205,330 shares
    Change vs previous 13F +1,748,586 shares

    0.12% of the 13F portfolio, value $103,877,225.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    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 4,456,744 shares
    Change vs previous 13F -1,690,762 shares

    0.12% of the 13F portfolio, value $71,352,470.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 4,456,744 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  5. period ended2025-06-30
    13F 6,147,506 shares
    Change vs previous 13F +4,671,405 shares

    0.16% of the 13F portfolio, value $84,343,769.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 6,128,574 shares
    • Focus Partners Advisor Solutions, LLC: 18,932 shares

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

  6. period ended2025-03-31
    13F/A 1,476,101 shares
    Change vs previous 13F -1,030,590 shares

    0.03% of the 13F portfolio, value $15,115,298.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 1,460,127 shares
    • Focus Partners Advisor Solutions, LLC: 15,974 shares

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

  7. period ended2024-12-31
    13F/A 2,506,691 shares
    Change vs previous 13F +2,506,691 shares

    0.06% of the 13F portfolio, value $25,969,319.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 2,491,555 shares
    • Focus Partners Advisor Solutions, LLC: 15,136 shares

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

  8. period ended2024-09-30
    13F 0 shares
    Change vs previous 13F not available

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.