Circle Wealth Management, LLC
Position in NAN — Nuveen New York Quality Municipal Income Fund
CIK 1578242
SUMMIT, NJ
Position in NAN
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$232,009
-$2,289 QoQ
Shares Held
20,808
0.0% QoQ
Ownership
0.063%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
16 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 Mar 31, 2026Circle Wealth Management, LLC holds $1,572,982 across 4 Asset Management names. NAN ranks #3 (14.7% of the industry book) .
All Filings in NAN
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $232,009 | 20,808 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $234,298 | 20,808 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $237,835 | 20,808 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $237,419 | 20,808 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $236,795 | 20,808 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $237,211 | 20,808 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $245,326 | 20,808 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $234,090 | 20,808 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $224,792 | 20,529 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $223,990 | 20,289 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $194,299 | 20,093 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $107,500 | 10,000 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $110,400 | 10,000 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $107,000 | 10,000 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $104,700 | 10,000 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $117,300 | 10,000 | Shares | Sole | 2022-08-12 | |
| No filing history on record for this holder in this stock. | ||||||