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BWM Planning, LLC

SEC CIK
0002039698
Latest filing
Jul 23, 2026

NEA holding history

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

NEA overviewAll 13F holders of NEAFull Q2 2026 holdings

Shares (Q4 2025)
0
Sold out in Q4 2025
Value
$0
% of portfolio
0.0%
Quarters held
1
Since Q3 2025
Holdings of NEA by BWM Planning, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20250$00.0%−13,154−100.0%Sold outHolders
Q3 202513,154$149.8K<0.1%+13,154NewHolders