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Wetherby Asset Management Inc

SEC CIK
0001279627
Latest filing
Nov 14, 2025

NKX holding history

Nuveen California Amt-Free Quality Municipal Income Fund in every 13F filed by Wetherby Asset Management Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

NKX overviewAll 13F holders of NKXFull Q3 2025 holdings

Shares (Q2 2022)
0
Sold out in Q2 2022
Value
$0
% of portfolio
0.0%
Quarters held
5
Since Q1 2021
Holdings of NKX by Wetherby Asset Management Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20220$00.0%−20,000−100.0%Sold outHolders
Q1 202220,000$271.0K<0.1%00.0%UnchangedHolders
Q4 202120,000$317.0K<0.1%00.0%UnchangedHolders
Q3 202120,000$328.0K<0.1%00.0%UnchangedHolders
Q2 202120,000$326.0K<0.1%00.0%UnchangedHolders
Q1 202120,000$309.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.