NVG — NUVEEN AMT FREE MUN CR INC F

Ownership history in MBA Advisors LLC  ·  10 quarters on record

AI Ownership Summary

MBA Advisors LLC reported NUVEEN AMT FREE MUN CR INC F (NVG) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.18% in 2023 Q4. The latest visible filing shows NVG at 0.13% 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 MBA Advisors LLC's position in NUVEEN AMT FREE MUN CR INC F, 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 0.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.18% in 2023 Q4

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.

NVG stock page MBA Advisors LLC fund profile MBA Advisors LLC full holdings
How MBA Advisors 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 10 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 27,659 — 0% 0.13% $341K 2026-04-20 $12.68
2025 Q4 REDUCED 27,659 -1 -0.0% 0.14% $350K 2026-01-21 $12.46
2025 Q3 UNCHANGED 27,660 — 0% 0.15% $340K 2025-10-28 $12.09
2025 Q2 UNCHANGED 27,660 — 0% 0.15% $330K 2025-07-17 $10.95
2025 Q1 UNCHANGED 27,660 — 0% 0.17% $342K 2025-04-29 $10.97
2024 Q4 UNCHANGED 27,660 — 0% 0.17% $339K 2025-01-29 $11.29
2024 Q3 ADDED 27,660 +500 +1.8% 0.18% $370K 2024-10-25 $11.28
2024 Q2 UNCHANGED 27,160 — 0% 0.17% $338K 2024-07-30 $10.98
2024 Q1 UNCHANGED 27,160 — 0% 0.17% $330K 2024-04-26 $9.97
2023 Q4 INITIATED 27,160 — — 0.18% $321K 2024-01-19 $9.80

🏢 Other funds also holding NVG

As of 2026 Q1 — sorted by position size

Congress Park Capital LLC 3Y 7Y 2.21% MELFA WEALTH MANAGEMENT, INC. 3Y 1.29% Gridiron Partners, LLC 1.25% Melone Private Wealth, LLC 3Y 0.5% SILVERLAKE WEALTH MANAGEMENT LLC 3Y 0.32% Kercheville Advisors, LLC 3Y 0.26% InTrack Investment Management Inc 3Y 0.26% Aurora Private Wealth, Inc. 3Y 0.19% WEALTHSPAN PARTNERS, LLC 3Y 0.12% David J Yvars Group 3Y 0.11%

FAQ About MBA Advisors 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 MBA Advisors LLC reported owning NVG?

MBA Advisors LLC reported NVG across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported NVG position in MBA Advisors LLC's portfolio?

The largest reported portfolio weight for NVG was 0.18% in 2023 Q4.

What is the latest reported NVG position on this page?

The most recent filing on this page is 2026 Q1, when MBA Advisors LLC reported 27,659 shares, equal to 0.13% of portfolio, with an estimated market value of $341K.

What does the chart on this NVG ownership page compare?

The chart compares MBA Advisors 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.

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