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North Berkeley Wealth Management, LLC

SEC CIK
0002062383
Latest filing
Jul 28, 2026

NAC holding history

Nuveen California Quality Municipal Income Fund in every 13F filed by North Berkeley Wealth Management, 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 2025)
0
Sold out in Q2 2025
Value
$0
% of portfolio
0.0%
Quarters held
2
Since Q4 2024
Holdings of NAC by North Berkeley Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20250$00.0%−10,161−100.0%Sold outHolders
Q1 202510,161$114.2K0.1%00.0%UnchangedHolders
Q4 202410,161$114.7K0.1%–No prior filingHolders