NEA β€” NUVEEN AMT FREE QLTY MUN INCME COM

Ownership history in Melone Private Wealth, LLC  Β·  17 quarters on record

AI Ownership Summary

Melone Private Wealth, LLC reported NUVEEN AMT FREE QLTY MUN INCME COM (NEA) in 17 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 3.22% in 2025 Q4. The latest visible filing shows NEA at 3.22% 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 NEA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Melone Private Wealth, LLC's position in NUVEEN AMT FREE QLTY MUN INCME 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
2025 Q4

NEA was reported at 3.22% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.22% 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
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 Melone Private Wealth, LLC held NEA β€” position size vs. price
% of Fund (quarterly)    NEA 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 ADDED 651,892 +220,961 +51.3% 3.22% $7.6M 2026-02-14 (Est.) $11.68
2025 Q3 ADDED 430,931 +85,840 +24.9% 2.22% $4.9M 2025-10-17 $11.02
2025 Q2 ADDED 345,091 +115,720 +50.5% 1.91% $3.7M 2025-07-08 $10.40
2025 Q1 ADDED 229,371 +11,873 +5.5% 1.34% $2.6M 2025-04-11 $9.85
2024 Q4 ADDED 217,498 +3,565 +1.7% 1.27% $2.5M 2025-01-14 $10.24
2024 Q3 ADDED 213,933 +5,583 +2.7% 1.36% $2.6M 2024-10-07 $10.60
2024 Q2 ADDED 208,350 +4,494 +2.2% 1.41% $2.4M 2024-07-12 $10.18
2024 Q1 ADDED 203,856 +1,546 +0.8% 1.35% $2.3M 2024-05-03 $9.31
2023 Q4 ADDED 202,310 +3,477 +1.7% 1.42% $2.2M 2024-01-12 $9.45
8 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Melone Private Wealth, 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 Melone Private Wealth, LLC reported owning NEA?

Melone Private Wealth, LLC reported NEA across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported NEA position in Melone Private Wealth, LLC's portfolio?

The largest reported portfolio weight for NEA was 3.22% in 2025 Q4.

What is the latest reported NEA position on this page?

The most recent filing on this page is 2025 Q4, when Melone Private Wealth, LLC reported 651,892 shares, equal to 3.22% of portfolio, with an estimated market value of $7.6M.

What does the chart on this NEA ownership page compare?

The chart compares Melone Private Wealth, 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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