True Link Financial Advisors, LLC
Position in NEA — Nuveen AMT-Free Quality Municipal Income Fund
CIK 1846236
SAN FRANCISCO, CA
Position in NEA
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$5,244
New position
Shares Held
467
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Position in Asset Management
Financial Services · as of Mar 31, 2026True Link Financial Advisors, LLC holds $338,730 across 11 Asset Management names. NEA ranks #7 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
113 | $108,673 | |
| 2 | STT |
State Street Corp
|
571 | $72,265 | |
| 3 | BX |
Blackstone Inc.
|
573 | $65,889 | |
| 4 | NTRS |
Northern Trust Corp
|
270 | $37,683 | |
| 5 | APAM |
Artisan Partners Asset Management Inc.
|
680 | $24,745 | |
| 6 | NVG |
Nuveen AMT-Free Municipal Credit Income Fund
|
1,041 | $12,835 | |
| 7 | NEA |
Nuveen AMT-Free Quality Municipal Income Fund
This page
|
467 | $5,244 | |
| 8 | ARCC |
Ares Capital Corp
|
180 | $3,243 |
All Filings in NEA
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,244 | 467 | Shares | Sole | 2026-04-29 | |
| No filing history on record for this holder in this stock. | ||||||