NUBD β€” NUSHARES ETF TR

Ownership history in Westfuller Advisors, LLC  Β·  6 quarters on record

AI Ownership Summary

Westfuller Advisors, LLC reported NUSHARES ETF TR (NUBD) in 6 quarterly 13F filings from 2024 Q3 through 2025 Q4. Peak portfolio weight reached 4.86% in 2024 Q3. The latest visible filing shows NUBD at 2.85% 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 NUBD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Westfuller Advisors, 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
2025 Q4

NUBD was reported at 2.85% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.86% in 2024 Q3

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

Time in book
Holding Window
2024 Q3 to 2025 Q4

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 Westfuller Advisors, LLC held NUBD β€” position size vs. price
% of Fund (quarterly)    NUBD price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 315,007 +4,137 +1.3% 2.85% $7.0M 2026-02-14 (Est.) $22.45
2025 Q3 ADDED 310,870 +2,954 +1.0% 3.17% $7.0M 2025-10-30 $22.09
2025 Q2 ADDED 307,916 +3,060 +1.0% 3.91% $6.9M 2025-07-11 $21.36
2025 Q1 ADDED 304,856 +2,919 +1.0% 4.52% $6.8M 2025-04-25 $21.23
2024 Q4 ADDED 301,937 +3,409 +1.1% 4.18% $6.6M 2025-02-20 $20.91
2024 Q3 INITIATED 298,528 β€” β€” 4.86% $6.8M 2024-11-07 $20.87

FAQ About Westfuller Advisors, LLC and NUBD

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

How long has Westfuller Advisors, LLC reported owning NUBD?

Westfuller Advisors, LLC reported NUBD across 6 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

What was the largest reported NUBD position in Westfuller Advisors, LLC's portfolio?

The largest reported portfolio weight for NUBD was 4.86% in 2024 Q3.

What is the latest reported NUBD position on this page?

The most recent filing on this page is 2025 Q4, when Westfuller Advisors, LLC reported 315,007 shares, equal to 2.85% of portfolio, with an estimated market value of $7.0M.

What does the chart on this NUBD ownership page compare?

The chart compares Westfuller Advisors, LLC's quarterly NUBD 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.

← Back to Westfuller Advisors, LLC Holdings