NAC — NUVEEN CA QUALTY MUN INCOME

Ownership history in Oder Investment Management, LLC  ·  21 quarters on record

AI Ownership Summary

Oder Investment Management, LLC reported NUVEEN CA QUALTY MUN INCOME (NAC) in 21 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.53% in 2025 Q4. The latest visible filing shows NAC at 0.53% 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 NAC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Oder Investment Management, LLC's position in NUVEEN CA QUALTY MUN INCOME, 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

NAC was reported at 0.53% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.53% 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.

NAC stock page Oder Investment Management, LLC fund profile Oder Investment Management, LLC full holdings
How Oder Investment Management, LLC held NAC — position size vs. price
% of Fund (quarterly)    NAC price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 61,836 +3,678 +6.3% 0.53% $730K 2026-02-14 (Est.) $11.81
2025 Q3 ADDED 58,158 +1,299 +2.3% 0.48% $669K 2025-11-10 $11.73
2025 Q2 ADDED 56,859 +6,466 +12.8% 0.48% $635K 2025-08-11 $10.73
2025 Q1 ADDED 50,393 +220 +0.4% 0.48% $566K 2025-05-13 $10.19
2024 Q4 REDUCED 50,173 -822 -1.6% 0.47% $566K 2025-02-13 $10.43
2024 Q3 ADDED 50,995 +4,491 +9.7% 0.52% $606K 2024-11-12 $10.22
2024 Q2 ADDED 46,504 +1,527 +3.4% 0.49% $536K 2024-08-08 $10.29
2024 Q1 ADDED 44,977 +28 +0.1% 0.46% $496K 2024-05-10 $9.53
2023 Q4 ADDED 44,949 +1,253 +2.9% 0.49% $498K 2024-02-05 $9.34
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding NAC

As of 2025 Q4 — sorted by position size

Ignite Planners, LLC 3Y 0.65% Southland Equity Partners LLC 0.48% Rareview Capital LLC 0.48% Pacific Wealth Strategies Group, Inc. 3Y 7Y 0.39% MELFA WEALTH MANAGEMENT, INC. 3Y 0.34% New Insight Wealth Advisors 0.29% Advisors Asset Management, Inc. 3Y 7Y 0.27% GUGGENHEIM CAPITAL LLC 3Y 7Y 0.25% RHS Financial, LLC 3Y 7Y 0.18% Core Wealth Partners LLC 3Y 0.17%

FAQ About Oder Investment Management, LLC and NAC

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

How long has Oder Investment Management, LLC reported owning NAC?

Oder Investment Management, LLC reported NAC across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported NAC position in Oder Investment Management, LLC's portfolio?

The largest reported portfolio weight for NAC was 0.53% in 2025 Q4.

What is the latest reported NAC position on this page?

The most recent filing on this page is 2025 Q4, when Oder Investment Management, LLC reported 61,836 shares, equal to 0.53% of portfolio, with an estimated market value of $730K.

What does the chart on this NAC ownership page compare?

The chart compares Oder Investment Management, LLC's quarterly NAC 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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