LPL Financial LLC NAZ NUVEEN ARIZONA COM

Ownership history in LPL Financial LLC  ·  58 quarters on record

AI Ownership Summary

LPL Financial LLC reported NUVEEN ARIZONA COM (NAZ) in 58 quarterly 13F filings from 2023 Q4 through 2026 Q1. The latest visible filing shows NAZ 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this NAZ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LPL Financial LLC's position in NUVEEN ARIZONA 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

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

High-water mark
Peak Conviction
0.0% 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
2023 Q4 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 LPL Financial LLC held NAZ — position size vs. price
% of Fund (quarterly)    NAZ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 150,177 +29,271 +24.2% 0.00% $1.8M 2026-05-06 $12.72
2025 Q4 ADDED 120,906 +68,109 +129.0% 0.00% $1.4M 2026-02-11 $11.87
2025 Q3 ADDED 52,797 +668 +1.3% 0.00% $626K 2025-11-12 $11.54
2025 Q2 ADDED 52,129 +7,323 +16.3% 0.00% $609K 2025-08-12 $11.27
2025 Q1 ADDED 44,806 +13,416 +42.7% 0.00% $540K 2025-05-07 $11.28
2024 Q4 ADDED 31,390 +3,530 +12.7% 0.00% $357K 2025-02-11 $11.45
2024 Q3 REDUCED 6.5% -2.6% 27,860 -1,926 -6.5% 0.00% $329K 2024-11-08 $10.99
2024 Q2 ADDED 29,786 +12,766 +75.0% 0.00% $332K 2024-08-07 $10.41
2024 Q1 REDUCED 34.2% +2.3% 17,020 -8,860 -34.2% 0.00% $187K 2024-05-10 $9.45
2023 Q4 REDUCED 12.7% +3.2% 25,880 -3,758 -12.7% 0.00% $277K 2024-02-14 $9.34
48 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About LPL Financial 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 LPL Financial LLC reported owning NAZ?

LPL Financial LLC reported NAZ across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported NAZ position in LPL Financial LLC's portfolio?

The largest reported portfolio weight for NAZ was 0.00% in 2026 Q1.

What is the latest reported NAZ position on this page?

The most recent filing on this page is 2026 Q1, when LPL Financial LLC reported 150,177 shares, equal to 0.00% of portfolio, with an estimated market value of $1.8M.

What does the chart on this NAZ ownership page compare?

The chart compares LPL Financial 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.

How well did LPL Financial LLC time their NAZ position?

Based on 13F filing dates vs. subsequent NAZ price moves, LPL Financial LLC correctly timed 23 out of 53 reported position changes (43%). The annualised alpha on NAZ relative to SPY over the holding period was -8.7%.

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