Yanni & Associates Investment Advisors, LLC NEA — NUVEEN AMT FREE QLTY MUN INC

Ownership history in Yanni & Associates Investment Advisors, LLC  ·  1 quarter on record

AI Ownership Summary

Yanni & Associates Investment Advisors, LLC reported NUVEEN AMT FREE QLTY MUN INC (NEA) in 1 quarterly 13F filing from 2026 Q3 through 2026 Q3. Peak portfolio weight reached 0.22% in 2026 Q3. The latest visible filing shows NEA at 0.22% 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.

What this NEA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Yanni & Associates Investment Advisors, LLC's position in NUVEEN AMT FREE 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
2026 Q3

NEA was reported at 0.22% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.22% in 2026 Q3

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

Time in book
Holding Window
2026 Q3 to 2026 Q3

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 Yanni & Associates Investment Advisors, LLC held NEA — position size vs. price
% of Fund (quarterly)    NEA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 1 quarter  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 INITIATED — — — 24,492 — — 0.22% $244K 2026-10-14 $9.79

FAQ About Yanni & Associates Investment Advisors, 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 Yanni & Associates Investment Advisors, LLC reported owning NEA?

Yanni & Associates Investment Advisors, LLC reported NEA across 1 quarterly 13F filings, from 2026 Q3 through 2026 Q3.

What was the largest reported NEA position in Yanni & Associates Investment Advisors, LLC's portfolio?

The largest reported portfolio weight for NEA was 0.22% in 2026 Q3.

What is the latest reported NEA position on this page?

The most recent filing on this page is 2026 Q3, when Yanni & Associates Investment Advisors, LLC reported 24,492 shares, equal to 0.22% of portfolio, with an estimated market value of $244K.

What does the chart on this NEA ownership page compare?

The chart compares Yanni & Associates Investment Advisors, 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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