Uptown Financial Advisors LLC
Position in NEA — Nuveen AMT-Free Quality Municipal Income Fund
CIK 2066147
DALLAS, TX
Position in NEA
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$134,998
+$5,865 QoQ
Shares Held
11,499
0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.77%
of 13F equity value
Holder Rank
#67
of 98 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, 2026Uptown Financial Advisors LLC holds $625,083 across 3 Asset Management names. NEA ranks #3 (21.6% 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 | $134,998 | 11,499 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $129,133 | 11,499 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $133,733 | 11,499 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $130,973 | 11,499 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $125,569 | 11,499 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $128,788 | 11,499 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $129,708 | 11,499 | Shares | Sole | 2025-04-29 | |
| No filing history on record for this holder in this stock. | ||||||