Leo H. Evart, Inc.
Position in JPC — Nuveen Preferred & Income Opportunities Fund
CIK 1920405
REDWOOD CITY, CA
Position in JPC
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$5,839
+$252 QoQ
Shares Held
741
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#307
of 328 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in JPC Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Leo H. Evart, Inc. holds $136,609 across 3 Asset Management names. JPC ranks #3 (4.3% of the industry book) .
All Filings in JPC
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,839 | 741 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $5,587 | 741 | Shares | Sole | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||