Mayflower Financial Advisors, LLC NEA NUVEEN AMT FREE QLTY MUN INC

Ownership history in Mayflower Financial Advisors, LLC  ·  8 quarters on record

AI Ownership Summary

Mayflower Financial Advisors, LLC reported NUVEEN AMT FREE QLTY MUN INC (NEA) in 8 quarterly 13F filings from 2024 Q3 through 2026 Q2. Peak portfolio weight reached 0.06% in 2024 Q3. The latest visible filing shows NEA at 0.03% 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 NEA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Mayflower Financial Advisors, LLC's position in NUVEEN AMT FREE 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
2026 Q2

NEA was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.06% 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 Mayflower Financial Advisors, LLC held NEA — position size vs. price
% of Fund (quarterly)    NEA 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 32,689 0% 0.03% $384K 2026-07-09 $11.63
2026 Q1 UNCHANGED 32,689 0% 0.04% $367K 2026-04-23 $11.36
2025 Q4 UNCHANGED 32,689 0% 0.05% $380K 2026-01-13 $11.41
2025 Q3 UNCHANGED 32,689 0% 0.05% $372K 2025-10-17 $10.83
2025 Q2 UNCHANGED 32,689 0% 0.05% $357K 2025-08-04 $10.14
2025 Q1 UNCHANGED 32,689 0% 0.06% $366K 2025-05-02 $10.03
2024 Q4 UNCHANGED 32,689 0% 0.06% $369K 2025-01-22 $10.16
2024 Q3 INITIATED 32,689 0.06% $391K 2024-11-04 $10.02

FAQ About Mayflower Financial Advisors, LLC and NEA

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

How long has Mayflower Financial Advisors, LLC reported owning NEA?

Mayflower Financial Advisors, LLC reported NEA across 8 quarterly 13F filings, from 2024 Q3 through 2026 Q2.

What was the largest reported NEA position in Mayflower Financial Advisors, LLC's portfolio?

The largest reported portfolio weight for NEA was 0.06% in 2024 Q3.

What is the latest reported NEA position on this page?

The most recent filing on this page is 2026 Q2, when Mayflower Financial Advisors, LLC reported 32,689 shares, equal to 0.03% of portfolio, with an estimated market value of $384K.

What does the chart on this NEA ownership page compare?

The chart compares Mayflower Financial Advisors, LLC's quarterly NEA 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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