Insight Wealth Strategies, LLC
Position in NEA — Nuveen AMT-Free Quality Municipal Income Fund
CIK 1749914
SAN RAMON, CA
Position in NEA
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$137,898
-$18,715 QoQ
Shares Held
11,746
-15.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#82
of 121 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NEA Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Insight Wealth Strategies, LLC holds $663,283 across 3 Asset Management names. NEA ranks #3 (20.8% of the industry book) .
All Filings in NEA
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $137,898 | 11,746 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $156,613 | 13,946 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $160,319 | 13,785 | Shares | Sole | 2026-01-02 | |
| 2025-09-30 | $153,366 | 13,465 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $145,083 | 13,286 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $144,894 | 12,937 | Shares | Sole | 2025-04-03 | |
| 2024-12-31 | $144,090 | 12,774 | Shares | Sole | 2025-01-06 | |
| No filing history on record for this holder in this stock. | ||||||