Melone Private Wealth, LLC NVG — NUVEEN AMT FREE MUN CR INC FD COM

Ownership history in Melone Private Wealth, LLC  ·  19 quarters on record

AI Ownership Summary

Melone Private Wealth, LLC reported NUVEEN AMT FREE MUN CR INC FD COM (NVG) in 19 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.62% in 2026 Q2. The latest visible filing shows NVG at 0.62% 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 Melone Private Wealth, LLC's position in NUVEEN AMT FREE MUN CR INC FD 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
2026 Q2

NVG was reported at 0.62% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.62% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 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.

NVG stock page Melone Private Wealth, LLC fund profile Melone Private Wealth, LLC full holdings
How Melone Private Wealth, 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 Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 126,739 +26,575 +26.5% 0.62% $1.6M 2026-07-09 $12.74
2026 Q1 ADDED — — — 100,164 +895 +0.9% 0.50% $1.2M 2026-04-08 $12.29
2025 Q4 ADDED — — — 99,269 +1,830 +1.9% 0.53% $1.3M 2026-01-07 $12.18
2025 Q3 ADDED — — — 97,439 +2,404 +2.5% 0.54% $1.2M 2025-10-17 $11.71
2025 Q2 ADDED — — — 95,035 +2,131 +2.3% 0.58% $1.1M 2025-07-08 $11.04
2025 Q1 ADDED — — — 92,904 +18,716 +25.2% 0.60% $1.2M 2025-04-11 $10.40
2024 Q4 ADDED — — — 74,188 +1,176 +1.6% 0.47% $910K 2025-01-14 $10.89
2024 Q3 ADDED — — — 73,012 +875 +1.2% 0.52% $978K 2024-10-07 $11.46
2024 Q2 ADDED — — — 72,137 +919 +1.3% 0.53% $899K 2024-07-12 $10.77
2024 Q1 ADDED — — — 71,218 +600 +0.8% 0.52% $865K 2024-05-03 $9.99
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding NVG

As of 2026 Q2 — sorted by position size

Congress Park Capital LLC 3Y 7Y 2.07% MELFA WEALTH MANAGEMENT, INC. 3Y 1.26% Worthington Financial Partners, LLC 1.03% Smith Asset Management Co., LLC 0.87% Hennion & Walsh Asset Management, Inc. 3Y 0.81% RAMSEY QUANTITATIVE SYSTEMS 3Y 7Y 0.31% InTrack Investment Management Inc 3Y 0.23% CHAPIN DAVIS, INC. 3Y 0.22% David J Yvars Group 3Y 0.19% Aurora Private Wealth, Inc. 3Y 0.18%

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

Melone Private Wealth, LLC reported NVG across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

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

The largest reported portfolio weight for NVG was 0.62% in 2026 Q2.

What is the latest reported NVG position on this page?

The most recent filing on this page is 2026 Q2, when Melone Private Wealth, LLC reported 126,739 shares, equal to 0.62% of portfolio, with an estimated market value of $1.6M.

What does the chart on this NVG ownership page compare?

The chart compares Melone Private Wealth, 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.

How well did Melone Private Wealth, LLC time their NVG position?

Based on 13F filing dates vs. subsequent NVG price moves, Melone Private Wealth, LLC correctly timed 11 out of 18 reported position changes (61%). The annualised alpha on NVG relative to SPY over the holding period was -11.3%.

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