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Livermore
Livermore
ZHEN

Core Wealth Partners LLC

SEC CIK
0001965078
Latest filing
Jul 17, 2026

NAC holding history

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

NAC overviewAll 13F holders of NACFull Q2 2026 holdings

Shares (Q2 2026)
29,699
Value
$360.0K
% of portfolio
0.2%
Quarters held
14
Since Q1 2023
Holdings of NAC by Core Wealth Partners LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202629,699$360.0K0.2%−2,550−7.9%ReducedHolders
Q1 202632,249$375.7K0.2%00.0%UnchangedHolders
Q4 202532,249$380.9K0.2%00.0%UnchangedHolders
Q3 202532,249$370.9K0.2%−1,250−3.7%ReducedHolders
Q2 202533,499$374.2K0.2%00.0%UnchangedHolders
Q1 202533,499$376.5K0.2%−4,044−10.8%ReducedHolders
Q4 202437,543$423.9K0.2%00.0%UnchangedHolders
Q3 202437,543$446.4K0.3%00.0%UnchangedHolders
Q2 202437,543$432.9K0.3%00.0%UnchangedHolders
Q1 202437,543$413.7K0.3%00.0%UnchangedHolders
Q4 202337,543$416.4K0.3%00.0%UnchangedHolders
Q3 202337,543$362.3K0.3%00.0%UnchangedHolders
Q2 202337,543$410.0K0.4%00.0%UnchangedHolders
Q1 202337,543$413.3K0.4%+37,543NewHolders