Arlington Financial Advisors, LLC
Position in NCA — Nuveen California Municipal Value Fund
CIK 1716539
SANTA BARBARA, CA
Position in NCA
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$373,200
-$2,000 QoQ
Shares Held
40,000
0.0% QoQ
Ownership
0.121%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#25
of 59 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NCA Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Arlington Financial Advisors, LLC holds $5,779,380 across 4 Asset Management names. NCA ranks #3 (6.5% of the industry book) .
All Filings in NCA
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $373,200 | 40,000 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $375,200 | 40,000 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $358,000 | 40,000 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $356,000 | 40,000 | Shares | Sole | 2025-10-10 | |
| No filing history on record for this holder in this stock. | ||||||