Plan Group Financial, LLC

SEC CIK: 0001940033
Latest filing: Aug 3, 2026

SEC filings (opens in a new tab)

NVG holding history

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

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

Shares (Q2 2026): 22,232
Value: $284.6K
% of portfolio: 0.1%
Quarters held: 5; Since Q2 2025

Holdings of NVG by Plan Group Financial, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	22,232	$284.6K	0.1%	00.0%	Unchanged	Holders
Q1 2026	22,232	$274.1K	0.1%	00.0%	Unchanged	Holders
Q4 2025	22,232	$281.5K	0.1%	00.0%	Unchanged	Holders
Q3 2025	22,232	$273.2K	0.1%	+4,388+24.6%	Added	Holders
Q2 2025	17,844	$212.9K	0.1%	+17,844	New	Holders