Summit Financial, LLC
- SEC CIK
- 0001765536
- Latest filing
- Aug 12, 2026
NVG holding history
Nuveen AMT-Free Municipal Credit Income Fund in every 13F filed by Summit Financial, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
NVG overviewAll 13F holders of NVGFull Q2 2026 holdings
- Shares (Q2 2026)
- 62,668
- Value
- $805.9K
- % of portfolio
- <0.1%
- Quarters held
- 10
- Since Q1 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 62,668 | $805.9K | <0.1% | −3,126−4.8% | Reduced | Holders |
| Q1 2026 | 65,794 | $816.4K | <0.1% | +1,459+2.3% | Added | Holders |
| Q4 2025 | 64,335 | $814.5K | <0.1% | +3,039+5.0% | Added | Holders |
| Q3 2025 | 61,296 | $753.3K | <0.1% | −2,835−4.4% | Reduced | Holders |
| Q2 2025 | 64,131 | $769.1K | <0.1% | +18,068+39.2% | Added | Holders |
| Q1 2025 | 46,063 | $570.3K | <0.1% | +1,375+3.1% | Added | Holders |
| Q4 2024 | 44,688 | $547.9K | <0.1% | −2,094−4.5% | Reduced | Holders |
| Q3 2024 | 46,782 | $630.2K | <0.1% | +2,196+4.9% | Added | Holders |
| Q2 2024 | 44,586 | $559.0K | <0.1% | +23,550+112.0% | Added | Holders |
| Q1 2024 | 21,036 | $256.8K | <0.1% | +21,036 | New | Holders |