BYRNE FINANCIAL FREEDOM, LLC NEA — NUVEEN AMT FREE QLTY MUN INC

Ownership history in BYRNE FINANCIAL FREEDOM, LLC  ·  5 quarters on record

AI Ownership Summary

BYRNE FINANCIAL FREEDOM, LLC reported NUVEEN AMT FREE QLTY MUN INC (NEA) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 3.74% in 2025 Q2. The latest visible filing shows NEA at 3.45% 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 NEA ownership page tells you

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

NEA was reported at 3.45% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.74% in 2025 Q2

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

Time in book
Holding Window
2025 Q1 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.

NEA stock page BYRNE FINANCIAL FREEDOM, LLC fund profile BYRNE FINANCIAL FREEDOM, LLC full holdings
How BYRNE FINANCIAL FREEDOM, 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 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 642,062 -6,755 -1.0% 3.45% $7.2M 2026-04-27 $11.29
2025 Q4 REDUCED — — — 648,817 -413 -0.1% 3.46% $7.5M 2026-02-04 $11.26
2025 Q3 REDUCED 5.2% +3.6% ❌ 649,230 -35,536 -5.2% 3.68% $7.4M 2025-11-14 $11.00
2025 Q2 ADDED — — — 684,766 +40,332 +6.3% 3.74% $7.5M 2025-08-14 $10.20
2025 Q1 INITIATED — — — 644,434 — — 3.23% $7.3M 2025-04-29 $9.87

🏢 Other funds also holding NEA

As of 2026 Q2 — sorted by position size

Melone Private Wealth, LLC 3Y 3.86% Congress Park Capital LLC 3Y 7Y 2.69% Cresta Advisors, Ltd. 3Y 1.92% RAMSEY QUANTITATIVE SYSTEMS 3Y 7Y 0.66% Hennion & Walsh Asset Management, Inc. 3Y 0.54% Wealth Care LLC 0.48% Essential Investment Partners LLC 0.38% FLC Capital Advisors 3Y 7Y 0.25% Abel Hall, LLC 0.24% Altus Wealth Group LLC 3Y 0.23%

FAQ About BYRNE FINANCIAL FREEDOM, 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 BYRNE FINANCIAL FREEDOM, LLC reported owning NEA?

BYRNE FINANCIAL FREEDOM, LLC reported NEA across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported NEA position in BYRNE FINANCIAL FREEDOM, LLC's portfolio?

The largest reported portfolio weight for NEA was 3.74% in 2025 Q2.

What is the latest reported NEA position on this page?

The most recent filing on this page is 2026 Q1, when BYRNE FINANCIAL FREEDOM, LLC reported 642,062 shares, equal to 3.45% of portfolio, with an estimated market value of $7.2M.

What does the chart on this NEA ownership page compare?

The chart compares BYRNE FINANCIAL FREEDOM, 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 BYRNE FINANCIAL FREEDOM, LLC time their NEA position?

Based on 13F filing dates vs. subsequent NEA price moves, BYRNE FINANCIAL FREEDOM, LLC correctly timed 2 out of 4 reported position changes (50%). The annualised alpha on NEA relative to SPY over the holding period was -12.4%.

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