NIM β€” NUVEEN SELECT MAT MUN FD SH BEN INT

Ownership history in Avior Wealth Management, LLC  Β·  15 quarters on record

AI Ownership Summary

Avior Wealth Management, LLC reported NUVEEN SELECT MAT MUN FD SH BEN INT (NIM) in 15 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.01% in 2023 Q4. The latest visible filing shows NIM at 0.00% 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 NIM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Avior Wealth Management, LLC's position in NUVEEN SELECT MAT MUN FD SH BEN INT, 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

NIM was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2023 Q4

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

Time in book
Holding Window
2023 Q4 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 Avior Wealth Management, LLC held NIM β€” position size vs. price
% of Fund (quarterly)    NIM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 16,066 β€” 0% 0.00% $152K 2026-04-09 $9.49
2025 Q4 UNCHANGED 16,066 β€” 0% 0.00% $150K 2026-01-06 $9.23
2025 Q3 UNCHANGED 16,066 β€” 0% 0.00% $149K 2025-11-14 $9.34
2025 Q2 REDUCED 16,066 -2,827 -15.0% 0.01% $146K 2025-07-17 $8.80
2025 Q1 ADDED 18,893 +1 +0.0% 0.01% $176K 2025-04-21 $8.65
2024 Q4 UNCHANGED 18,892 β€” 0% 0.01% $165K 2025-01-17 $8.50
2024 Q3 REDUCED 18,892 -86 -0.5% 0.01% $175K 2024-11-08 $8.60
2024 Q2 REDUCED 18,978 -1,758 -8.5% 0.01% $172K 2024-08-13 $8.55
2024 Q1 UNCHANGED 20,736 β€” 0% 0.01% $186K 2024-04-30 $8.17
2023 Q4 REDUCED 20,736 -905 -4.2% 0.01% $183K 2024-01-30 $8.39
5 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Avior Wealth Management, LLC and NIM

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

How long has Avior Wealth Management, LLC reported owning NIM?

Avior Wealth Management, LLC reported NIM across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported NIM position in Avior Wealth Management, LLC's portfolio?

The largest reported portfolio weight for NIM was 0.01% in 2023 Q4.

What is the latest reported NIM position on this page?

The most recent filing on this page is 2026 Q1, when Avior Wealth Management, LLC reported 16,066 shares, equal to 0.00% of portfolio, with an estimated market value of $152K.

What does the chart on this NIM ownership page compare?

The chart compares Avior Wealth Management, LLC's quarterly NIM 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 Avior Wealth Management, LLC Holdings