NZF β€” Nuveen Closed-End Funds/USA

Ownership history in Coastline Trust Co  Β·  7 quarters on record

AI Ownership Summary

Coastline Trust Co reported Nuveen Closed-End Funds/USA (NZF) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 0.01% in 2024 Q3. The latest visible filing shows NZF at 0.01% 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 NZF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Coastline Trust Co's position in Nuveen Closed-End Funds/USA, 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

NZF was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2024 Q3

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

Time in book
Holding Window
2024 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 Coastline Trust Co held NZF β€” position size vs. price
% of Fund (quarterly)    NZF price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 6,975 β€” 0% 0.01% $85K 2026-05-15 (Est.) $12.34
2025 Q4 UNCHANGED 6,975 β€” 0% 0.01% $88K 2026-01-05 $12.42
2025 Q3 UNCHANGED 6,975 β€” 0% 0.01% $88K 2025-10-21 $12.04
2025 Q2 UNCHANGED 6,975 β€” 0% 0.01% $83K 2025-07-17 $11.12
2025 Q1 UNCHANGED 6,975 β€” 0% 0.01% $85K 2025-04-28 $11.03
2024 Q4 UNCHANGED 6,975 β€” 0% 0.01% $85K 2025-02-13 $11.50
2024 Q3 INITIATED 6,975 β€” β€” 0.01% $91K 2024-11-06 $11.17

🏒 Other funds also holding NZF

As of 2026 Q1 β€” sorted by position size

Noble Wealth Management PBC 0.09% Marex Group plc 0.02%

FAQ About Coastline Trust Co and NZF

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

How long has Coastline Trust Co reported owning NZF?

Coastline Trust Co reported NZF across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported NZF position in Coastline Trust Co's portfolio?

The largest reported portfolio weight for NZF was 0.01% in 2024 Q3.

What is the latest reported NZF position on this page?

The most recent filing on this page is 2026 Q1, when Coastline Trust Co reported 6,975 shares, equal to 0.01% of portfolio, with an estimated market value of $85K.

What does the chart on this NZF ownership page compare?

The chart compares Coastline Trust Co's quarterly NZF 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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