SHUFRO ROSE & CO LLC NAZ NUVEEN ARIZONA QLTY MUN INC

Ownership history in SHUFRO ROSE & CO LLC  ·  15 quarters on record

AI Ownership Summary

SHUFRO ROSE & CO LLC reported NUVEEN ARIZONA QLTY MUN INC (NAZ) in 15 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 0.02% in 2025 Q3. The latest visible filing shows NAZ at 0.02% 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 NAZ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SHUFRO ROSE & CO LLC's position in NUVEEN ARIZONA QLTY MUN INC, 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

NAZ was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2025 Q3

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 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 SHUFRO ROSE & CO LLC held NAZ — position size vs. price
% of Fund (quarterly)    NAZ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 25,000 0% 0.02% $297K 2026-02-14 (Est.) $11.95
2025 Q3 UNCHANGED 25,000 0% 0.02% $302K 2025-11-12 $11.54
2025 Q2 UNCHANGED 25,000 0% 0.02% $302K 2025-08-11 $11.32
2025 Q1 UNCHANGED 25,000 0% 0.02% $302K 2025-05-08 $11.40
2024 Q4 UNCHANGED 25,000 0% 0.02% $284K 2025-02-25 $11.67
2024 Q3 UNCHANGED 25,000 0% 0.02% $279K 2024-11-12 $10.92
2024 Q2 UNCHANGED 25,000 0% 0.02% $279K 2024-08-13 $10.36
2024 Q1 ADDED 25,000 +15,000 +150.0% 0.02% $274K 2024-05-08 $9.41
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About SHUFRO ROSE & CO LLC and NAZ

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

How long has SHUFRO ROSE & CO LLC reported owning NAZ?

SHUFRO ROSE & CO LLC reported NAZ across 8 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported NAZ position in SHUFRO ROSE & CO LLC's portfolio?

The largest reported portfolio weight for NAZ was 0.02% in 2025 Q3.

What is the latest reported NAZ position on this page?

The most recent filing on this page is 2025 Q4, when SHUFRO ROSE & CO LLC reported 25,000 shares, equal to 0.02% of portfolio, with an estimated market value of $297K.

What does the chart on this NAZ ownership page compare?

The chart compares SHUFRO ROSE & CO LLC's quarterly NAZ 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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