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Equibles

Circle Wealth Management, LLC

Position in NAN — Nuveen New York Quality Municipal Income Fund

CIK 1578242 SUMMIT, NJ
Back to NAN Full portfolio

Position in NAN

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$244,077
+$12,068 QoQ
Shares Held
20,808
0.0% QoQ
Ownership
0.062%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#28
of 58 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in NAN Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

Circle Wealth Management, LLC holds $2,689,000 across 6 Asset Management names. NAN ranks #4 (9.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 BN
BROOKFIELD Corp /ON/
 20,600 $877,354
2 BLK
BlackRock, Inc.
 779 $749,055
3 BX
Blackstone Inc.
 3,211 $377,838
4 NAN
Nuveen New York Quality Municipal Income Fund
This page 		20,808 $244,077
5 RJF
Raymond James Financial Inc
 1,493 $226,980
6 STT
State Street Corp
 1,260 $213,696

All Filings in NAN

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17 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $244,077 20,808
2026-03-31 $232,009 20,808
2025-12-31 $234,298 20,808
2025-09-30 $237,835 20,808
2025-06-30 $237,419 20,808
2025-03-31 $236,795 20,808
2024-12-31 $237,211 20,808
2024-09-30 $245,326 20,808
2024-06-30 $234,090 20,808
2024-03-31 $224,792 20,529
2023-12-31 $223,990 20,289
2023-09-30 $194,299 20,093
2023-06-30 $107,500 10,000
2023-03-31 $110,400 10,000
2022-12-31 $107,000 10,000
2022-09-30 $104,700 10,000
2022-06-30 $117,300 10,000