RTD Financial Advisors, Inc. NULV — NUSHARES ETF TR

Ownership history in RTD Financial Advisors, Inc.  ·  19 quarters on record

AI Ownership Summary

RTD Financial Advisors, Inc. reported NUSHARES ETF TR (NULV) in 19 quarterly 13F filings from 2024 Q2 through 2026 Q3. Peak portfolio weight reached 0.06% in 2025 Q1. The latest visible filing shows NULV at 0.06% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this NULV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was RTD Financial Advisors, Inc.'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 Q3

NULV was reported at 0.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.06% in 2025 Q1

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

Time in book
Holding Window
2024 Q2 to 2026 Q3

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.

NULV stock page RTD Financial Advisors, Inc. fund profile RTD Financial Advisors, Inc. full holdings
How RTD Financial Advisors, Inc. held NULV — position size vs. price
% of Fund (quarterly)    NULV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 REDUCED — — — 9,736 -189 -1.9% 0.06% $513K 2026-10-09 $53.93
2026 Q2 ADDED — — — 9,925 +52 +0.5% 0.05% $496K 2026-07-13 $51.56
2026 Q1 REDUCED — — — 9,873 -14 -0.1% 0.06% $449K 2026-04-13 $47.35
2025 Q4 ADDED — — — 9,887 +91 +0.9% 0.05% $445K 2026-01-27 $46.89
2025 Q3 REDUCED 5.8% +5.5% ❌ 9,796 -600 -5.8% 0.05% $429K 2025-10-14 $42.80
2025 Q2 REDUCED 7.1% +4.5% ❌ 10,396 -794 -7.1% 0.06% $436K 2025-07-15 $41.06
2025 Q1 REDUCED — — — 11,190 -212 -1.9% 0.06% $453K 2025-04-16 $37.19
2024 Q4 ADDED — — — 11,402 +365 +3.3% 0.06% $449K 2025-01-21 $40.37
2024 Q3 ADDED — — — 11,037 +850 +8.3% 0.06% $460K 2024-10-30 $39.57
2024 Q2 REDUCED 13.3% +10.4% ❌ 10,187 -1,559 -13.3% 0.05% $385K 2024-07-22 $37.85
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding NULV

As of 2026 Q3 — sorted by position size

Sincerus Advisory, LLC 1.29% Emergent Wealth Advisors, LLC 0.29% EASTERN BANK 3Y 7Y 0.23% CANANDAIGUA NATIONAL BANK & TRUST CO 3Y 7Y 0.21% INSPIRION WEALTH ADVISORS, LLC 3Y 7Y 0.05% JGP Wealth Management, LLC 3Y 7Y 0.04% Crane Advisory, LLC 3Y 0.04% Trust Co 3Y 7Y 0.04% RVW Wealth, LLC 3Y 7Y 0.03% Cape Investment Advisory, Inc. 0.03%

FAQ About RTD Financial Advisors, Inc. and NULV

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

How long has RTD Financial Advisors, Inc. reported owning NULV?

RTD Financial Advisors, Inc. reported NULV across 10 quarterly 13F filings, from 2024 Q2 through 2026 Q3.

What was the largest reported NULV position in RTD Financial Advisors, Inc.'s portfolio?

The largest reported portfolio weight for NULV was 0.06% in 2025 Q1.

What is the latest reported NULV position on this page?

The most recent filing on this page is 2026 Q3, when RTD Financial Advisors, Inc. reported 9,736 shares, equal to 0.06% of portfolio, with an estimated market value of $513K.

What does the chart on this NULV ownership page compare?

The chart compares RTD Financial Advisors, Inc.'s quarterly NULV 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.

How well did RTD Financial Advisors, Inc. time their NULV position?

Based on 13F filing dates vs. subsequent NULV price moves, RTD Financial Advisors, Inc. correctly timed 6 out of 18 reported position changes (33%). The annualised alpha on NULV relative to SPY over the holding period was -4.6%.

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