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Livermore
Livermore
ZHEN

Element Wealth, LLC

SEC CIK
0001802743
Latest filing
Aug 14, 2026

NEA holding history

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

NEA overviewAll 13F holders of NEAFull Q2 2026 holdings

Shares (Q2 2026)
15,331
Value
$180.0K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of NEA by Element Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202615,331$180.0K0.1%00.0%UnchangedHolders
Q1 202615,331$172.2K0.1%00.0%UnchangedHolders
Q4 202515,331$178.3K0.1%−2,000−11.5%ReducedHolders
Q3 202517,331$197.4K0.1%−8,038−31.7%ReducedHolders
Q2 202525,369$277.0K0.1%00.0%UnchangedHolders
Q1 202525,369$284.1K0.2%00.0%UnchangedHolders
Q4 202425,369$286.2K0.1%−9,373−27.0%ReducedHolders
Q3 202434,742$415.9K0.2%00.0%UnchangedHolders
Q2 202434,742$398.1K0.2%−3,892−10.1%ReducedHolders
Q1 202438,634$427.7K0.3%00.0%UnchangedHolders
Q4 202338,634$425.0K0.3%−1,074−2.7%ReducedHolders
Q3 202339,708$384.4K0.3%−150−0.4%ReducedHolders
Q2 202339,858$435.7K0.3%00.0%UnchangedHolders
Q1 202339,858$443.2K0.3%00.0%UnchangedHolders
Q4 202239,858$453.2K0.4%+2,126+5.6%AddedHolders
Q3 202237,732$400.0K0.4%+124+0.3%AddedHolders
Q2 202237,608$442.0K0.4%+121+0.3%AddedHolders
Q1 202237,487$493.0K0.4%+77+0.2%AddedHolders
Q4 202137,410$584.0K0.4%+140+0.4%AddedHolders
Q3 202137,270$566.0K0.5%+100+0.3%AddedHolders
Q2 202137,170$584.0K0.5%+105+0.3%AddedHolders
Q1 202137,065$549.0K0.5%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.