ACCESS FINANCIAL SERVICES, INC. NMS β€” NUVEEN MINESOTA QLT MUN INC

Ownership history in ACCESS FINANCIAL SERVICES, INC.  Β·  13 quarters on record

AI Ownership Summary

ACCESS FINANCIAL SERVICES, INC. reported NUVEEN MINESOTA QLT MUN INC (NMS) in 13 quarterly 13F filings from 2025 Q3 through 2026 Q1. Peak portfolio weight reached 0.13% in 2026 Q1. The latest visible filing shows NMS at 0.13% 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 NMS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ACCESS FINANCIAL SERVICES, INC.'s position in NUVEEN MINESOTA QLT MUN INC, 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

NMS was reported at 0.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.13% in 2026 Q1

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

Time in book
Holding Window
2025 Q3 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 ACCESS FINANCIAL SERVICES, INC. held NMS β€” position size vs. price
% of Fund (quarterly)    NMS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED β€” β€” β€” 30,797 β€” 0% 0.13% $375K 2026-04-15 $12.14
2025 Q4 ADDED β€” β€” β€” 30,797 +7,537 +32.4% 0.13% $361K 2026-01-21 $11.60
2025 Q3 ADDED β€” β€” β€” 23,260 +1,302 +5.9% 0.10% $277K 2025-10-20 $11.43
10 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About ACCESS FINANCIAL SERVICES, INC. and NMS

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

How long has ACCESS FINANCIAL SERVICES, INC. reported owning NMS?

ACCESS FINANCIAL SERVICES, INC. reported NMS across 3 quarterly 13F filings, from 2025 Q3 through 2026 Q1.

What was the largest reported NMS position in ACCESS FINANCIAL SERVICES, INC.'s portfolio?

The largest reported portfolio weight for NMS was 0.13% in 2026 Q1.

What is the latest reported NMS position on this page?

The most recent filing on this page is 2026 Q1, when ACCESS FINANCIAL SERVICES, INC. reported 30,797 shares, equal to 0.13% of portfolio, with an estimated market value of $375K.

What does the chart on this NMS ownership page compare?

The chart compares ACCESS FINANCIAL SERVICES, INC.'s quarterly NMS 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 ACCESS FINANCIAL SERVICES, INC. time their NMS position?

Based on 13F filing dates vs. subsequent NMS price moves, ACCESS FINANCIAL SERVICES, INC. correctly timed 7 out of 11 reported position changes (64%). The annualised alpha on NMS relative to SPY over the holding period was -44.8%.

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