Bramshill Investments, LLC NEA NUVEEN AMT FREE QLTY MUN INCME

Ownership history in Bramshill Investments, LLC  ·  24 quarters on record

AI Ownership Summary

Bramshill Investments, LLC reported NUVEEN AMT FREE QLTY MUN INCME (NEA) in 24 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 7.72% in 2024 Q4. The latest visible filing shows NEA at 1.84% 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 NEA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Bramshill Investments, LLC's position in NUVEEN AMT FREE QLTY MUN INCME, 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

NEA was reported at 1.84% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
7.72% in 2024 Q4

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

Time in book
Holding Window
2024 Q1 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 Bramshill Investments, LLC held NEA — position size vs. price
% of Fund (quarterly)    NEA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 6.0% -1.8% 2,801,020 -180,148 -6.0% 1.84% $32.6M 2026-02-17 $11.51
2025 Q3 REDUCED 9.7% +3.7% 2,981,168 -320,492 -9.7% 2.32% $34.0M 2025-11-14 $11.07
2025 Q2 REDUCED 19.9% +5.7% 3,301,660 -821,683 -19.9% 3.77% $36.1M 2025-08-14 $10.26
2025 Q1 REDUCED 5.4% -0.5% 4,123,343 -233,470 -5.4% 4.71% $46.2M 2025-05-15 $10.11
2024 Q4 ADDED 4,356,813 +939,948 +27.5% 7.72% $49.1M 2025-02-14 $10.47
2024 Q3 ADDED 3,416,865 +1,460,933 +74.7% 4.48% $40.9M 2024-11-13 $10.18
2024 Q2 REDUCED 63.2% +6.5% 1,955,932 -3,355,089 -63.2% 2.44% $22.4M 2024-08-14 $10.15
2024 Q1 REDUCED 18.0% +4.9% 5,311,021 -1,162,349 -18.0% 6.92% $58.8M 2024-05-15 $9.38
16 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Bramshill Investments, LLC and NEA

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

How long has Bramshill Investments, LLC reported owning NEA?

Bramshill Investments, LLC reported NEA across 8 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported NEA position in Bramshill Investments, LLC's portfolio?

The largest reported portfolio weight for NEA was 7.72% in 2024 Q4.

What is the latest reported NEA position on this page?

The most recent filing on this page is 2025 Q4, when Bramshill Investments, LLC reported 2,801,020 shares, equal to 1.84% of portfolio, with an estimated market value of $32.6M.

What does the chart on this NEA ownership page compare?

The chart compares Bramshill Investments, LLC's quarterly NEA 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 Bramshill Investments, LLC time their NEA position?

Based on 13F filing dates vs. subsequent NEA price moves, Bramshill Investments, LLC correctly timed 9 out of 23 reported position changes (39%). The annualised alpha on NEA relative to SPY over the holding period was -12.2%.

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