Allied Private Wealth LLC NTR β€” NUTRIEN LTD COM

Ownership history in Allied Private Wealth LLC  Β·  1 quarter on record

AI Ownership Summary

Allied Private Wealth LLC reported NUTRIEN LTD COM (NTR) in 1 quarterly 13F filing from 2026 Q2 through 2026 Q2. Peak portfolio weight reached 0.02% in 2026 Q2. The latest visible filing shows NTR at 0.02% 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 NTR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Allied Private Wealth LLC's position in NUTRIEN LTD COM, 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 Q2

NTR was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2026 Q2

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

Time in book
Holding Window
2026 Q2 to 2026 Q2

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 Allied Private Wealth LLC held NTR β€” position size vs. price
% of Fund (quarterly)    NTR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 INITIATED β€” β€” β€” 500 β€” β€” 0.02% $33K 2026-07-09 $64.57

FAQ About Allied Private Wealth LLC and NTR

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

How long has Allied Private Wealth LLC reported owning NTR?

Allied Private Wealth LLC reported NTR across 1 quarterly 13F filings, from 2026 Q2 through 2026 Q2.

What was the largest reported NTR position in Allied Private Wealth LLC's portfolio?

The largest reported portfolio weight for NTR was 0.02% in 2026 Q2.

What is the latest reported NTR position on this page?

The most recent filing on this page is 2026 Q2, when Allied Private Wealth LLC reported 500 shares, equal to 0.02% of portfolio, with an estimated market value of $33K.

What does the chart on this NTR ownership page compare?

The chart compares Allied Private Wealth LLC's quarterly NTR 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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