Maia Wealth LLC NKX — NUVEEN CALIFORNIA AMT QLT MU

Ownership history in Maia Wealth LLC  ·  5 quarters on record

AI Ownership Summary

Maia Wealth LLC reported NUVEEN CALIFORNIA AMT QLT MU (NKX) in 5 quarterly 13F filings from 2025 Q3 through 2026 Q3. Peak portfolio weight reached 0.03% in 2025 Q4. The latest visible filing shows NKX at 0.02% 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 NKX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Maia Wealth LLC's position in NUVEEN CALIFORNIA AMT QLT MU, 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 Q3

NKX was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% 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 Q3 to 2026 Q3

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.

NKX stock page Maia Wealth LLC fund profile Maia Wealth LLC full holdings
How Maia Wealth LLC held NKX — position size vs. price
% of Fund (quarterly)    NKX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 UNCHANGED — — — 12,848 — 0% 0.02% $135K 2026-10-19 $10.72
2026 Q2 UNCHANGED — — — 12,848 — 0% 0.02% $161K 2026-07-28 $12.02
2026 Q1 UNCHANGED — — — 12,848 — 0% 0.03% $153K 2026-05-08 $12.01
2025 Q4 UNCHANGED — — — 12,848 — 0% 0.03% $169K 2026-02-17 $12.34
2025 Q3 INITIATED — — — 12,848 — — 0.03% $166K 2025-11-13 $12.09

🏢 Other funds also holding NKX

As of 2026 Q3 — sorted by position size

DKM Wealth Management, Inc. 1.77% DWR WEALTH MANAGEMENT, LLC 0.47% EHRLICH FINANCIAL GROUP 0.17% Hennion & Walsh Asset Management, Inc. 3Y 0.15% Diligent Investors, LLC 3Y 7Y 0.1% LAZARI CAPITAL MANAGEMENT, INC. 3Y 0.09% Blue Zone Wealth Advisors, LLC 3Y 0.07% Castle Rock Wealth Management, LLC 3Y 7Y 0.05% WEDBUSH SECURITIES INC 3Y 7Y 0.03% WOLFF WIESE MAGANA LLC 3Y 0.01%

FAQ About Maia Wealth LLC and NKX

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

How long has Maia Wealth LLC reported owning NKX?

Maia Wealth LLC reported NKX across 5 quarterly 13F filings, from 2025 Q3 through 2026 Q3.

What was the largest reported NKX position in Maia Wealth LLC's portfolio?

The largest reported portfolio weight for NKX was 0.03% in 2025 Q4.

What is the latest reported NKX position on this page?

The most recent filing on this page is 2026 Q3, when Maia Wealth LLC reported 12,848 shares, equal to 0.02% of portfolio, with an estimated market value of $135K.

What does the chart on this NKX ownership page compare?

The chart compares Maia Wealth LLC's quarterly NKX 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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