GARRISON POINT ADVISORS, LLC
Position in NCA — Nuveen California Municipal Value Fund
CIK 1767107
Walnut Creek, CA
Position in NCA
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$93,300
-$500 QoQ
Shares Held
10,000
0.0% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#51
of 59 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NCA Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026GARRISON POINT ADVISORS, LLC holds $1,017,862 across 3 Asset Management names. NCA ranks #3 (9.2% of the industry book) .
All Filings in NCA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $93,300 | 10,000 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $93,800 | 10,000 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $89,500 | 10,000 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $89,000 | 10,000 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $86,800 | 10,000 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $86,500 | 10,000 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $84,500 | 10,000 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $91,200 | 10,000 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $127,449 | 14,700 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $132,300 | 14,700 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $149,605 | 16,697 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $137,082 | 16,697 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $162,851 | 19,047 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $167,804 | 19,047 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $121,257 | 14,350 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $138,718 | 16,794 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $146,611 | 16,794 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $169,918 | 18,550 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $187,726 | 18,550 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $195,702 | 18,550 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $198,485 | 18,550 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $189,581 | 18,550 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $200,340 | 18,550 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $199,969 | 18,550 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $189,581 | 18,550 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | $170,500 | 17,050 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||