Atlas Private Wealth Advisors
Position in NCA — Nuveen California Municipal Value Fund
CIK 1814234
RED BANK, NJ
Position in NCA
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,962,024
+$555,906 QoQ
Shares Held
210,292
+40.3% QoQ
Ownership
0.635%
of shares outstanding
% of Portfolio
1.84%
of 13F equity value
Holder Rank
#8
of 60 holders
Holding Since
Jun 2020
7 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, 2026Atlas Private Wealth Advisors holds $5,351,574 across 3 Asset Management names. NCA ranks #2 (36.7% of the industry book) .
All Filings in NCA
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,962,024 | 210,292 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,406,118 | 149,906 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $765,520 | 85,533 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $710,068 | 79,783 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $876,575 | 100,988 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $283,131 | 32,732 | Shares | Sole | 2025-04-17 | |
| 2020-06-30 | $15,330 | 1,500 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||