NVG β€” NUVEEN AMT FREE MUN CR INC F

Ownership history in MELFA WEALTH MANAGEMENT, INC.  Β·  13 quarters on record

AI Ownership Summary

MELFA WEALTH MANAGEMENT, INC. reported NUVEEN AMT FREE MUN CR INC F (NVG) in 13 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.95% in 2023 Q4. The latest visible filing shows NVG at 1.33% 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 NVG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MELFA WEALTH MANAGEMENT, INC.'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
2025 Q4

NVG was reported at 1.33% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.95% 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 2025 Q4

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 MELFA WEALTH MANAGEMENT, INC. held NVG β€” position size vs. price
% of Fund (quarterly)    NVG price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 182,277 -865 -0.5% 1.33% $2.3M 2026-02-14 (Est.) $13.29
2025 Q3 ADDED 183,142 +60 +0.0% 1.32% $2.3M 2025-10-28 $12.16
2025 Q2 ADDED 183,082 +207 +0.1% 1.38% $2.2M 2025-07-17 $11.02
2025 Q1 ADDED 182,875 +302 +0.2% 1.53% $2.3M 2025-05-02 $11.17
2024 Q4 UNCHANGED 182,573 β€” 0% 1.50% $2.2M 2025-01-17 $11.29
2024 Q3 ADDED 182,573 +7,000 +4.0% 1.61% $2.4M 2024-10-16 $11.95
2024 Q2 ADDED 175,573 +47 +0.0% 1.53% $2.2M 2024-07-15 $10.97
2024 Q1 REDUCED 175,526 -9,916 -5.3% 1.54% $2.1M 2024-04-23 $10.09
2023 Q4 ADDED 185,442 +2 +0.0% 1.95% $2.1M 2024-01-22 $9.91
4 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding NVG

As of 2026 Q1 β€” sorted by position size

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FAQ About MELFA WEALTH MANAGEMENT, INC. and NVG

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

How long has MELFA WEALTH MANAGEMENT, INC. reported owning NVG?

MELFA WEALTH MANAGEMENT, INC. reported NVG across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported NVG position in MELFA WEALTH MANAGEMENT, INC.'s portfolio?

The largest reported portfolio weight for NVG was 1.95% in 2023 Q4.

What is the latest reported NVG position on this page?

The most recent filing on this page is 2025 Q4, when MELFA WEALTH MANAGEMENT, INC. reported 182,277 shares, equal to 1.33% of portfolio, with an estimated market value of $2.3M.

What does the chart on this NVG ownership page compare?

The chart compares MELFA WEALTH MANAGEMENT, INC.'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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