Widmann Financial Services, Inc.
Position in NAD — Nuveen Quality Municipal Income Fund
CIK 1906640
BOWIE, MD
Position in NAD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$210,706
+$11,917 QoQ
Shares Held
17,385
+0.6% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#161
of 285 holders
Holding Since
Dec 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, 2026Widmann Financial Services, Inc. holds $1,666,823 across 3 Asset Management names. NAD ranks #3 (12.6% of the industry book) .
All Filings in NAD
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $210,706 | 17,385 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $198,789 | 17,286 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $207,032 | 17,224 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $212,804 | 18,204 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $217,953 | 19,305 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $244,350 | 21,211 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $281,705 | 24,160 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $306,912 | 24,791 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $289,978 | 24,700 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $290,511 | 25,350 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $303,619 | 26,517 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $384,640 | 37,933 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $404,886 | 35,926 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $414,226 | 35,926 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $428,611 | 36,323 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $398,684 | 36,244 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $451,214 | 36,184 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $433,518 | 32,449 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $522,173 | 32,413 | Shares | Sole | 2022-01-28 | |
| No filing history on record for this holder in this stock. | ||||||