Apriem Advisors

SEC CIK: 0001425165
Latest filing: Aug 14, 2026

SEC filings (opens in a new tab)

NAC holding history

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

NAC overview All 13F holders of NAC Full Q2 2026 holdings

Shares (Q2 2026): 33,120
Value: $401.4K
% of portfolio: <0.1%
Quarters held: 22; Since Q1 2021

Holdings of NAC by Apriem Advisors, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	33,120	$401.4K	<0.1%	+900+2.8%	Added	Holders
Q1 2026	32,220	$375.4K	<0.1%	00.0%	Unchanged	Holders
Q4 2025	32,220	$380.5K	<0.1%	−4,000−11.0%	Reduced	Holders
Q3 2025	36,220	$416.5K	<0.1%	−6,100−14.4%	Reduced	Holders
Q2 2025	42,320	$472.7K	0.1%	−1,500−3.4%	Reduced	Holders
Q1 2025	43,820	$492.5K	0.1%	+12,500+39.9%	Added	Holders
Q4 2024	31,320	$353.6K	<0.1%	−9,000−22.3%	Reduced	Holders
Q3 2024	40,320	$479.4K	0.1%	−800−1.9%	Reduced	Holders
Q2 2024	41,120	$474.1K	0.1%	−17,000−29.2%	Reduced	Holders
Q1 2024	58,120	$640.5K	0.1%	−2,000−3.3%	Reduced	Holders
Q4 2023	60,120	$666.7K	0.1%	−1,875−3.0%	Reduced	Holders
Q3 2023	61,995	$598.3K	0.1%	−3,200−4.9%	Reduced	Holders
Q2 2023	65,195	$711.9K	0.1%	−1,500−2.2%	Reduced	Holders
Q1 2023	66,695	$734.3K	0.1%	−1,450−2.1%	Reduced	Holders
Q4 2022	68,145	$754.4K	0.1%	−2,075−3.0%	Reduced	Holders
Q3 2022	70,220	$770.0K	0.1%	00.0%	Unchanged	Holders
Q2 2022	70,220	$866.0K	0.1%	−50−0.1%	Reduced	Holders
Q1 2022	70,270	$922.0K	0.1%	−250−0.4%	Reduced	Holders
Q4 2021	70,520	$1.10M	0.2%	−3,500−4.7%	Reduced	Holders
Q3 2021	74,020	$1.16M	0.2%	00.0%	Unchanged	Holders
Q2 2021	74,020	$1.17M	0.2%	−500−0.7%	Reduced	Holders
Q1 2021	74,520	$1.11M	0.2%	–	–	Holders

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