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Private Client Services, LLC

SEC CIK
0001457005
Latest filing
Jul 6, 2026

JLS holding history

Nuveen Mortgage & Income Fund in every 13F filed by Private Client Services, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

JLS overviewAll 13F holders of JLSFull Q2 2026 holdings

Shares (Q2 2025)
0
Sold out in Q2 2025
Value
$0
% of portfolio
0.0%
Quarters held
4
Since Q2 2024
Holdings of JLS by Private Client Services, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20250$00.0%−134,205−100.0%Sold outHolders
Q1 2025134,205$2.52M1.2%−2,667−1.9%ReducedHolders
Q4 2024136,872$2.46M1.3%+2,564+1.9%AddedHolders
Q3 2024134,308$2.48M1.3%+37,821+39.2%AddedHolders
Q2 202496,487$1.74M1.1%+96,487NewHolders