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Wealth Dimensions Group, Ltd.

SEC CIK
0001846462
Latest filing
Jul 22, 2026

NVG holding history

Nuveen AMT-Free Municipal Credit Income Fund in every 13F filed by Wealth Dimensions Group, Ltd., 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)
17,395
Value
$222.7K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of NVG by Wealth Dimensions Group, Ltd., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202617,395$222.7K<0.1%−400−2.2%ReducedHolders
Q1 202617,795$219.4K<0.1%−500−2.7%ReducedHolders
Q4 202518,295$231.6K<0.1%00.0%UnchangedHolders
Q3 202518,295$224.8K<0.1%00.0%UnchangedHolders
Q2 202518,295$218.3K<0.1%−6,000−24.7%ReducedHolders
Q1 202524,295$300.8K0.1%00.0%UnchangedHolders
Q4 202424,295$297.9K0.1%00.0%UnchangedHolders
Q3 202424,295$325.3K0.1%00.0%UnchangedHolders
Q2 202424,295$302.7K0.1%−5,700−19.0%ReducedHolders
Q1 202429,995$364.4K0.1%−800−2.6%ReducedHolders
Q4 202330,795$364.0K0.1%00.0%UnchangedHolders
Q3 202330,795$317.5K0.1%−800−2.5%ReducedHolders
Q2 202331,595$369.7K0.1%00.0%UnchangedHolders
Q1 202331,595$372.2K0.1%00.0%UnchangedHolders
Q4 202231,595$383.6K0.2%00.0%UnchangedHolders
Q3 202231,595$369.0K0.2%+54+0.2%AddedHolders
Q2 202231,541$413.0K0.2%+78+0.2%AddedHolders
Q1 202231,463$465.0K0.2%+48+0.2%AddedHolders
Q4 202131,415$563.0K0.3%+94+0.3%AddedHolders
Q3 202131,321$537.0K0.3%00.0%UnchangedHolders
Q2 202131,321$559.0K0.4%00.0%UnchangedHolders
Q1 202131,321$529.0K0.4%––Holders

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