Wealth Advisors of Tampa Bay, LLC
Position in NAD — Nuveen Quality Municipal Income Fund
CIK 1715228
TAMPA, FL
Position in NAD
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$1,327,353
-$60,019 QoQ
Shares Held
115,422
0.0% QoQ
Ownership
0.049%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NAD Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Wealth Advisors of Tampa Bay, LLC holds $7,116,460 across 4 Asset Management names. NAD ranks #3 (18.7% of the industry book) .
All Filings in NAD
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,327,353 | 115,422 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,387,372 | 115,422 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,352,205 | 115,672 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,305,936 | 115,672 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,332,541 | 115,672 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,348,735 | 115,672 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,438,085 | 116,162 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,363,741 | 116,162 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,331,216 | 116,162 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $757,554 | 66,162 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $327,765 | 32,324 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $182,145 | 16,162 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $186,347 | 16,162 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $190,711 | 16,162 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $177,782 | 16,162 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $378,140 | 30,324 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $405,128 | 30,324 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $4,314,676 | 267,826 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $2,190,002 | 140,205 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $2,221,035 | 138,728 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $2,050,909 | 135,463 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $1,825,202 | 118,751 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $1,230,584 | 84,751 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $1,188,209 | 84,751 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $349,696 | 25,451 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||