Livet Wealth, LLC NUHY β€” NUSHARES ETF TR

Ownership history in Livet Wealth, LLC  Β·  2 quarters on record

AI Ownership Summary

Livet Wealth, LLC reported NUSHARES ETF TR (NUHY) in 2 quarterly 13F filings from 2025 Q4 through 2026 Q1. Peak portfolio weight reached 0.21% in 2025 Q4. The latest visible filing shows NUHY at 0.21% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this NUHY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Livet Wealth, LLC's position in NUSHARES ETF TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

NUHY was reported at 0.21% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.21% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Livet Wealth, LLC held NUHY β€” position size vs. price
% of Fund (quarterly)    NUHY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED β€” β€” β€” 15,754 -230 -1.4% 0.21% $334K 2026-04-24 $21.47
2025 Q4 INITIATED β€” β€” β€” 15,984 β€” β€” 0.21% $345K 2026-02-13 $21.39

FAQ About Livet Wealth, LLC and NUHY

These are the practical questions this page is built to answer before you even open the full history table.

How long has Livet Wealth, LLC reported owning NUHY?

Livet Wealth, LLC reported NUHY across 2 quarterly 13F filings, from 2025 Q4 through 2026 Q1.

What was the largest reported NUHY position in Livet Wealth, LLC's portfolio?

The largest reported portfolio weight for NUHY was 0.21% in 2025 Q4.

What is the latest reported NUHY position on this page?

The most recent filing on this page is 2026 Q1, when Livet Wealth, LLC reported 15,754 shares, equal to 0.21% of portfolio, with an estimated market value of $334K.

What does the chart on this NUHY ownership page compare?

The chart compares Livet Wealth, LLC's quarterly NUHY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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