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Wealthspire Advisors, LLC

SEC CIK
0001646247
Latest filing
Aug 11, 2026

NNY holding history

Nuveen New York Municipal Value Fund in every 13F filed by Wealthspire Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

NNY overviewAll 13F holders of NNYFull Q2 2026 holdings

Shares (Q2 2024)
0
Sold out in Q2 2024
Value
$0
% of portfolio
0.0%
Quarters held
9
Since Q3 2021
Holdings of NNY by Wealthspire Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20240$00.0%−25,500−100.0%Sold outHolders
Q1 202425,500$212.2K<0.1%00.0%UnchangedHolders
Q4 202325,500$211.1K<0.1%00.0%UnchangedHolders
Q3 202325,500$204.3K<0.1%00.0%UnchangedHolders
Q2 202325,500$215.5K<0.1%00.0%UnchangedHolders
Q1 202325,500$222.5K<0.1%−5,500−17.7%ReducedHolders
Q4 202231,000$256.1K<0.1%00.0%UnchangedHolders
Q3 202231,000$253.0K<0.1%00.0%UnchangedHolders
Q2 202231,000$264.0K<0.1%+31,000NewHolders
Q4 20210$00.0%−31,000−100.0%Sold outHolders
Q3 202131,000$311.0K<0.1%+31,000NewHolders