Summit Financial Consulting LLC
Position in NAD — Nuveen Quality Municipal Income Fund
CIK 2065794
STERLING HEIGHTS, MI
Position in NAD
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$383,052
+$19,595 QoQ
Shares Held
31,605
0.0% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
5.45%
of 13F equity value
Holder Rank
#120
of 285 holders
Holding Since
Mar 2025
6 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, 2026Summit Financial Consulting LLC holds $1,391,068 across 3 Asset Management names. NAD ranks #3 (27.5% of the industry book) .
All Filings in NAD
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $383,052 | 31,605 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $363,457 | 31,605 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $379,892 | 31,605 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $369,462 | 31,605 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $356,820 | 31,605 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $364,089 | 31,605 | Shares | Sole | 2025-04-29 | |
| No filing history on record for this holder in this stock. | ||||||