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Equibles

DKM Wealth Management, Inc.

Position in NCA — Nuveen California Municipal Value Fund

CIK 2055833 STOCKTON, CA
Back to NCA Full portfolio

Position in NCA

as of Jun 30, 2026 · filed Jul 30, 2026
Position Value
$167,940
-$900 QoQ
Shares Held
18,000
0.0% QoQ
Ownership
0.054%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#37
of 58 holders
Holding Since
Dec 2024
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, 2026

DKM Wealth Management, Inc. holds $41,444,762 across 11 Asset Management names. NCA ranks #9 (0.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 TBLD
Thornburg Income Builder Opportunities Trust
 957,773 $21,138,050
2 SOR
Source Capital /De/
 313,096 $14,393,023
3 NKX
Nuveen California Amt-Free Quality Municipal Income Fund
 212,592 $2,663,777
4 NAC
Nuveen California Quality Municipal Income Fund
 142,401 $1,725,900
5 JOF
Japan Smaller Capitalization Fund Inc
 34,001 $400,531
6 RMT
Royce Micro-Cap Trust, Inc.
 23,002 $336,749
7 MFIC
MidCap Financial Investment Corp
 23,500 $236,880
8 ASA
ASA Gold & Precious Metals Ltd
 4,001 $208,212

All Filings in NCA

Export CSV
7 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $167,940 18,000
2026-03-31 $168,840 18,000
2025-12-31 $161,100 18,000
2025-09-30 $160,200 18,000
2025-06-30 $156,240 18,000
2025-03-31 $155,700 18,000
2024-12-31 $152,100 18,000