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Livermore
Livermore
ZHEN

Melfa Wealth Management, LLC

SEC CIK
0001962465
Latest filing
Jul 24, 2026

NUW holding history

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

NUW overviewAll 13F holders of NUWFull Q2 2026 holdings

Shares (Q2 2026)
37,694
Value
$542.0K
% of portfolio
0.3%
Quarters held
15
Since Q4 2022
Holdings of NUW by Melfa Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202637,694$542.0K0.3%+4,759+14.4%AddedHolders
Q1 202632,935$472.0K0.3%+60.0%AddedHolders
Q4 202532,929$471.2K0.3%+120.0%AddedHolders
Q3 202532,917$466.8K0.3%+90.0%AddedHolders
Q2 202532,908$450.2K0.3%+100.0%AddedHolders
Q1 202532,898$452.0K0.3%−2,094−6.0%ReducedHolders
Q4 202434,992$475.2K0.3%+110.0%AddedHolders
Q3 202434,981$497.4K0.3%+80.0%AddedHolders
Q2 202434,973$485.4K0.3%+80.0%AddedHolders
Q1 202434,965$472.0K0.3%+50.0%AddedHolders
Q4 202334,960$476.5K0.4%+47+0.1%AddedHolders
Q3 202334,913$467.8K0.5%+58+0.2%AddedHolders
Q2 202334,855$478.6K0.5%+22+0.1%AddedHolders
Q1 202334,833$479.7K0.5%−897−2.5%ReducedHolders
Q4 202235,730$486.3K0.5%–No prior filingHolders