Ownership history in Olde Wealth Management, LLC · 16 quarters on record
This page tracks every 13F SEC filing in which Olde Wealth Management, LLC reported a position in NUSHARES ETF TR (NUMG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 6,471 | -83 | -1.3% | 0.09% | $308K | $47.74 |
| 2025 Q3 | REDUCED | 6,554 | -9,194 | -58.4% | 0.10% | $314K | $48.67 |
| 2025 Q1 | REDUCED | 15,748 | -15,843 | -50.2% | 0.24% | $675K | $42.91 |
| 2024 Q4 | ADDED | 31,591 | +1,046 | +3.4% | 0.53% | $1.5M | $47.37 |
| 2024 Q3 | REDUCED | 30,545 | -1,501 | -4.7% | 0.49% | $1.4M | $44.79 |
| 2024 Q2 | ADDED | 32,046 | +195 | +0.6% | 0.51% | $1.3M | $41.78 |
| 2024 Q1 | ADDED | 31,851 | +1,918 | +6.4% | 0.64% | $1.4M | $44.45 |
| 2023 Q4 | REDUCED | 29,933 | -976 | -3.2% | 0.55% | $1.3M | $42.30 |
| 2023 Q3 | ADDED | 30,909 | +3,126 | +11.3% | 0.55% | $1.1M | $36.57 |
| 2023 Q2 | REDUCED | 27,783 | -35,667 | -56.2% | 0.51% | $1.1M | $38.93 |
As of 2025 Q4 — sorted by position size