Caldwell Trust Co

SEC CIK: 0002080218
Latest filing: Aug 3, 2026

SEC filings (opens in a new tab)

NVG holding history

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

NVG overview All 13F holders of NVG Full Q2 2026 holdings

Shares (Q2 2026): 58,030
Value: $742.8K
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of NVG by Caldwell Trust Co, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	58,030	$742.8K	0.1%	−3,003−4.9%	Reduced	Holders
Q1 2026	61,033	$752.5K	0.1%	00.0%	Unchanged	Holders
Q4 2025	61,033	$772.7K	0.1%	+20,500+50.6%	Added	Holders
Q3 2025	40,533	$498.2K	<0.1%	00.0%	Unchanged	Holders
Q2 2025	40,533	$483.6K	<0.1%	00.0%	Unchanged	Holders
Q1 2025	40,533	$501.8K	0.1%	−8,000−16.5%	Reduced	Holders
Q4 2024	48,533	$595.0K	0.1%	00.0%	Unchanged	Holders
Q3 2024	48,533	$649.9K	0.1%	+3,112+6.9%	Added	Holders
Q2 2024	45,421	$565.9K	0.1%	+869+2.0%	Added	Holders
Q1 2024	44,552	$541.3K	0.1%	+2,000+4.7%	Added	Holders
Q4 2023	42,552	$503.0K	0.1%	−19,138−31.0%	Reduced	Holders
Q3 2023	61,690	$636.0K	0.1%	−19,713−24.2%	Reduced	Holders
Q2 2023	81,403	$952.4K	0.1%	+1,038+1.3%	Added	Holders
Q1 2023	80,365	$946.7K	0.1%	00.0%	Unchanged	Holders
Q4 2022	80,365	$975.6K	0.1%	−16,523−17.1%	Reduced	Holders
Q3 2022	96,888	$1.13M	0.2%	−26,225−21.3%	Reduced	Holders
Q2 2022	123,113	$1.61M	0.2%	−1,562−1.3%	Reduced	Holders
Q1 2022	124,675	$1.84M	0.2%	00.0%	Unchanged	Holders
Q4 2021	124,675	$2.24M	0.3%	+13,969+12.6%	Added	Holders
Q3 2021	110,706	$1.90M	0.2%	+54,313+96.3%	Added	Holders
Q2 2021	56,393	$1.01M	0.1%	+2,162+4.0%	Added	Holders
Q1 2021	54,231	$916.5K	0.1%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.