CFM WEALTH PARTNERS LLC
Position in NAD — Nuveen Quality Municipal Income Fund
CIK 1801097
AUSTIN, TX
Position in NAD
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$692,585
+$35,429 QoQ
Shares Held
57,144
0.0% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#90
of 285 holders
Holding Since
Jun 2021
19 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 Jun 30, 2026CFM WEALTH PARTNERS LLC holds $4,096,591 across 4 Asset Management names. NAD ranks #2 (16.9% of the industry book) .
All Filings in NAD
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $692,585 | 57,144 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $657,156 | 57,144 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $686,870 | 57,144 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $668,013 | 57,144 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $575,349 | 50,961 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $587,070 | 50,961 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $594,205 | 50,961 | Shares | Sole | 2025-01-24 | |
| 2024-06-30 | $375,680 | 32,000 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $366,720 | 32,000 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $366,400 | 32,000 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $324,480 | 32,000 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $360,640 | 32,000 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $368,960 | 32,000 | Shares | Sole | 2023-04-12 | |
| 2022-09-30 | $352,000 | 32,000 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $399,040 | 32,000 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $427,520 | 32,000 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $515,520 | 32,000 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $499,840 | 32,000 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $512,320 | 32,000 | Shares | Sole | 2021-07-21 | |
| No filing history on record for this holder in this stock. | ||||||