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Livermore
Livermore
ZHEN

CFM Wealth Partners LLC

SEC CIK
0001801097
Latest filing
Aug 7, 2026

NAD holding history

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

NAD overviewAll 13F holders of NADFull Q2 2026 holdings

Shares (Q2 2026)
57,144
Value
$692.6K
% of portfolio
0.1%
Quarters held
21
Since Q2 2021
Holdings of NAD by CFM Wealth Partners LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202657,144$692.6K0.1%00.0%UnchangedHolders
Q1 202657,144$657.2K0.1%00.0%UnchangedHolders
Q4 202557,144$686.9K0.1%00.0%UnchangedHolders
Q3 202557,144$668.0K0.1%+6,183+12.1%AddedHolders
Q2 202550,961$575.4K0.1%00.0%UnchangedHolders
Q1 202550,961$587.1K0.1%00.0%UnchangedHolders
Q4 202450,961$594.2K0.1%00.0%UnchangedHolders
Q3 202450,961$630.9K0.1%+18,961+59.3%AddedHolders
Q2 202432,000$375.7K0.1%00.0%UnchangedHolders
Q1 202432,000$366.7K0.1%00.0%UnchangedHolders
Q4 202332,000$366.4K0.1%00.0%UnchangedHolders
Q3 202332,000$324.5K0.1%00.0%UnchangedHolders
Q2 202332,000$360.6K0.1%00.0%UnchangedHolders
Q1 202332,000$369.0K0.1%00.0%UnchangedHolders
Q4 202232,000$377.6K0.1%00.0%UnchangedHolders
Q3 202232,000$352.0K0.1%00.0%UnchangedHolders
Q2 202232,000$399.0K0.1%00.0%UnchangedHolders
Q1 202232,000$428.0K0.1%00.0%UnchangedHolders
Q4 202132,000$513.0K0.1%00.0%UnchangedHolders
Q3 202132,000$499.0K0.1%00.0%UnchangedHolders
Q2 202132,000$512.0K0.1%+32,000NewHolders