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Essential Planning, LLC.

SEC CIK
0001949824
Latest filing
Aug 3, 2026

NUV holding history

Nuveen Municipal Value Fund Inc in every 13F filed by Essential Planning, LLC., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

NUV overviewAll 13F holders of NUVFull Q2 2026 holdings

Shares (Q1 2025)
0
Sold out in Q1 2025
Value
$0
% of portfolio
0.0%
Quarters held
8
Since Q3 2022
Holdings of NUV by Essential Planning, LLC., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20250$00.0%−527,488−100.0%Sold outHolders
Q4 2024527,488$4.69M<0.1%+527,488NewHolders
Q2 20240$00.0%−20,780−100.0%Sold outHolders
Q1 202420,780$178.7K0.1%00.0%UnchangedHolders
Q4 202320,780$178.7K0.1%−1,194−5.4%ReducedHolders
Q3 202321,974$181.5K0.1%−8,506−27.9%ReducedHolders
Q2 202330,480$265.2K0.2%−4,716−13.4%ReducedHolders
Q1 202335,196$310.1K0.2%−52,539−59.9%ReducedHolders
Q4 202287,735$742.8K0.6%−3,641−4.0%ReducedHolders
Q3 202291,376$773.0K4.5%–No prior filingHolders