Ducere Wealth Management LLC
Position in NCA — Nuveen California Municipal Value Fund
CIK 2083656
NEWPORT BEACH, CA
Position in NCA
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$570,510
+$26,154 QoQ
Shares Held
60,822
0.0% QoQ
Ownership
0.184%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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, 2026Ducere Wealth Management LLC holds $607,059 across 3 Asset Management names.
All Filings in NCA
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $570,510 | 60,822 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $544,356 | 60,822 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||