Farther Finance Advisors, LLC NCA NUVEEN CALIFORNIA MUNI VLU FD COM STK

Ownership history in Farther Finance Advisors, LLC  ·  8 quarters on record

AI Ownership Summary

Farther Finance Advisors, LLC reported NUVEEN CALIFORNIA MUNI VLU FD COM STK (NCA) in 8 quarterly 13F filings from 2024 Q3 through 2026 Q2. The latest visible filing shows NCA 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.

What this NCA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Farther Finance Advisors, LLC's position in NUVEEN CALIFORNIA MUNI VLU FD COM STK, 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 Q2

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

High-water mark
Peak Conviction
0.0% 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 Q2

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 Farther Finance Advisors, LLC held NCA — position size vs. price
% of Fund (quarterly)    NCA 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)
2026 Q2 UNCHANGED 12,786 0% 0.00% $119K 2026-07-17 $9.31
2026 Q1 UNCHANGED 12,786 0% 0.00% $121K 2026-04-07 $9.20
2025 Q4 UNCHANGED 12,786 0% 0.00% $114K 2026-01-23 $9.23
2025 Q3 UNCHANGED 12,786 0% 0.00% $114K 2025-10-14 $8.59
2025 Q2 UNCHANGED 12,786 0% 0.00% $111K 2025-07-11 $8.25
2025 Q1 UNCHANGED 12,786 0% 0.00% $111K 2025-04-14 $8.00
2024 Q4 UNCHANGED 12,786 0% 0.00% $108K 2025-02-10 $8.14
2024 Q3 INITIATED 12,786 0.00% $117K 2024-10-29 $8.31

FAQ About Farther Finance Advisors, LLC and NCA

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

How long has Farther Finance Advisors, LLC reported owning NCA?

Farther Finance Advisors, LLC reported NCA across 8 quarterly 13F filings, from 2024 Q3 through 2026 Q2.

What was the largest reported NCA position in Farther Finance Advisors, LLC's portfolio?

The largest reported portfolio weight for NCA was 0.00% in 2024 Q3.

What is the latest reported NCA position on this page?

The most recent filing on this page is 2026 Q2, when Farther Finance Advisors, LLC reported 12,786 shares, equal to 0.00% of portfolio, with an estimated market value of $119K.

What does the chart on this NCA ownership page compare?

The chart compares Farther Finance Advisors, LLC's quarterly NCA 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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