NEA — NUVEEN AMT FREE QLTY MUN INC

Ownership history in WEALTHSPAN PARTNERS, LLC  ·  6 quarters on record

This page tracks every 13F SEC filing in which WEALTHSPAN PARTNERS, LLC reported a position in NUVEEN AMT FREE QLTY MUN INC (NEA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.09% (2024 Q2)
Avg. % of fund
0.07%
First filed
2024 Q2
Last filed
2025 Q3
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 13,482 — 0% 0.06% $154K $11.00
2025 Q2 UNCHANGED 13,482 — 0% 0.06% $147K $10.34
2025 Q1 UNCHANGED 13,482 — 0% 0.07% $151K $10.39
2024 Q4 UNCHANGED 13,482 — 0% 0.07% $152K $10.27
2024 Q3 UNCHANGED 13,482 — 0% 0.08% $161K $10.69
2024 Q2 INITIATED 13,482 — — 0.09% $155K —
% of Fund (quarterly)    NEA price (monthly, adj. close)

Other funds also holding NEA

As of 2025 Q4 — sorted by position size

BYRNE FINANCIAL FREEDOM, LLC 3.46% Congress Park Capital LLC 3Y 7Y 3.28% Melone Private Wealth, LLC 3Y 3.22% Eagle Bluffs Wealth Management LLC 3Y 3.04% McGowan Group Asset Management, Inc. 3Y 7Y 2.03% Bramshill Investments, LLC 3Y 7Y 1.84% Palogic Value Management, L.P. 3Y 1.79% CURA WEALTH ADVISORS, LLC 1.35% Cresta Advisors, Ltd. 3Y 1.31% Gridiron Partners, LLC 1.13%
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