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Private Wealth Partners, LLC

SEC CIK
0001335851
Latest filing
Aug 3, 2026

NAC holding history

Nuveen California Quality Municipal Income Fund in every 13F filed by Private Wealth Partners, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

NAC overviewAll 13F holders of NACFull Q2 2026 holdings

Shares (Q4 2023)
0
Sold out in Q4 2023
Value
$0
% of portfolio
0.0%
Quarters held
11
Since Q1 2021
Holdings of NAC by Private Wealth Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20230$00.0%−26,000−100.0%Sold outHolders
Q3 202326,000$250.9K<0.1%00.0%UnchangedHolders
Q2 202326,000$283.9K<0.1%+10,000+62.5%AddedHolders
Q1 202316,000$176.2K<0.1%−25,658−61.6%ReducedHolders
Q4 202241,658$461.2K0.1%−2,860−6.4%ReducedHolders
Q3 202244,518$488.0K0.1%00.0%UnchangedHolders
Q2 202244,518$549.0K0.1%−2,880−6.1%ReducedHolders
Q1 202247,398$622.0K0.1%+16,000+51.0%AddedHolders
Q4 202131,398$491.0K<0.1%−6,560−17.3%ReducedHolders
Q3 202137,958$596.0K0.1%00.0%UnchangedHolders
Q2 202137,958$602.0K0.1%+2,800+8.0%AddedHolders
Q1 202135,158$522.0K0.1%––Holders

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