Left Brain Wealth Management, LLC NVG — NUVEEN AMT FREE MUN CR INC FD COM

Ownership history in Left Brain Wealth Management, LLC  ·  7 quarters on record

AI Ownership Summary

Left Brain Wealth Management, LLC reported NUVEEN AMT FREE MUN CR INC FD COM (NVG) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 2.21% in 2026 Q1. The latest visible filing shows NVG at 2.21% 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 NVG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Left Brain Wealth Management, LLC's position in NUVEEN AMT FREE MUN CR INC FD COM, 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

NVG was reported at 2.21% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.21% in 2026 Q1

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.

NVG stock page Left Brain Wealth Management, LLC fund profile Left Brain Wealth Management, LLC full holdings
How Left Brain Wealth Management, LLC held NVG — position size vs. price
% of Fund (quarterly)    NVG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 455,461 +378,403 +491.1% 2.21% $5.6M 2026-04-30 $12.63
2025 Q4 ADDED — — — 77,058 +34,508 +81.1% 0.34% $976K 2026-02-05 $12.73
2025 Q3 UNCHANGED — — — 42,550 — 0% 0.16% $523K 2025-11-12 $12.20
2025 Q2 ADDED — — — 42,550 +11,300 +36.2% 0.18% $508K 2025-08-12 $11.20
2025 Q1 ADDED — — — 31,250 +8,450 +37.1% 0.17% $387K 2025-05-01 $11.11
2024 Q4 ADDED — — — 22,800 +7,050 +44.8% 0.11% $280K 2025-02-10 $11.58
2024 Q3 INITIATED — — — 15,750 — — 0.10% $211K 2024-11-12 $11.43

🏢 Other funds also holding NVG

As of 2026 Q1 — sorted by position size

Artesa Financial Group, LLC 13.09% Congress Park Capital LLC 3Y 7Y 2.21% MELFA WEALTH MANAGEMENT, INC. 3Y 1.29% Gridiron Partners, LLC 1.25% Worthington Financial Partners, LLC 1.04% KENNEDY INVESTMENT GROUP, INC. 0.77% Melone Private Wealth, LLC 3Y 0.5% Whipplewood Advisors, LLC 0.47% SILVERLAKE WEALTH MANAGEMENT LLC 3Y 0.32% Kercheville Advisors, LLC 3Y 0.26%

FAQ About Left Brain Wealth Management, LLC and NVG

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

How long has Left Brain Wealth Management, LLC reported owning NVG?

Left Brain Wealth Management, LLC reported NVG across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported NVG position in Left Brain Wealth Management, LLC's portfolio?

The largest reported portfolio weight for NVG was 2.21% in 2026 Q1.

What is the latest reported NVG position on this page?

The most recent filing on this page is 2026 Q1, when Left Brain Wealth Management, LLC reported 455,461 shares, equal to 2.21% of portfolio, with an estimated market value of $5.6M.

What does the chart on this NVG ownership page compare?

The chart compares Left Brain Wealth Management, LLC's quarterly NVG 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 Left Brain Wealth Management, LLC time their NVG position?

Based on 13F filing dates vs. subsequent NVG price moves, Left Brain Wealth Management, LLC correctly timed 3 out of 5 reported position changes (60%).

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