Summit Trail Advisors, LLC

SEC CIK: 0001698478
Latest filing: Aug 11, 2026

SEC filings (opens in a new tab)

NUW holding history

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

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

Shares (Q2 2026): 29,367
Value: $422.3K
% of portfolio: <0.1%
Quarters held: 2; Since Q1 2026

Holdings of NUW by Summit Trail Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	29,367	$422.3K	<0.1%	+13,869+89.5%	Added	Holders
Q1 2026	15,498	$222.1K	<0.1%	+15,498	New	Holders