NAZ β€” NUVEEN ARIZONA QLTY MUN INC

Ownership history in DIVERSIFY WEALTH MANAGEMENT, LLC  Β·  3 quarters on record

AI Ownership Summary

DIVERSIFY WEALTH MANAGEMENT, LLC reported NUVEEN ARIZONA QLTY MUN INC (NAZ) in 3 quarterly 13F filings from 2025 Q2 through 2025 Q4. Peak portfolio weight reached 0.01% in 2025 Q4. The latest visible filing shows NAZ 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 NAZ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was DIVERSIFY WEALTH MANAGEMENT, LLC's position in NUVEEN ARIZONA 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
2025 Q4

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

High-water mark
Peak Conviction
0.01% in 2025 Q4

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

Time in book
Holding Window
2025 Q2 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 DIVERSIFY WEALTH MANAGEMENT, LLC held NAZ β€” position size vs. price
% of Fund (quarterly)    NAZ price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 20,536 +6,296 +44.2% 0.01% $247K 2026-02-14 (Est.) $12.02
2025 Q3 UNCHANGED 14,240 β€” 0% 0.01% $170K 2025-11-12 $11.60
2025 Q2 INITIATED 14,240 β€” β€” 0.01% $169K 2025-08-14 $11.37

FAQ About DIVERSIFY WEALTH MANAGEMENT, LLC and NAZ

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

How long has DIVERSIFY WEALTH MANAGEMENT, LLC reported owning NAZ?

DIVERSIFY WEALTH MANAGEMENT, LLC reported NAZ across 3 quarterly 13F filings, from 2025 Q2 through 2025 Q4.

What was the largest reported NAZ position in DIVERSIFY WEALTH MANAGEMENT, LLC's portfolio?

The largest reported portfolio weight for NAZ was 0.01% in 2025 Q4.

What is the latest reported NAZ position on this page?

The most recent filing on this page is 2025 Q4, when DIVERSIFY WEALTH MANAGEMENT, LLC reported 20,536 shares, equal to 0.01% of portfolio, with an estimated market value of $247K.

What does the chart on this NAZ ownership page compare?

The chart compares DIVERSIFY WEALTH MANAGEMENT, LLC's quarterly NAZ 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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