DWR WEALTH MANAGEMENT, LLC
Position in NKX — Nuveen California Amt-Free Quality Municipal Income Fund
CIK 2123012
SAN JOSE, CA
Position in NKX
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$678,349
+$34,607 QoQ
Shares Held
54,138
+0.1% QoQ
Ownership
0.101%
of shares outstanding
% of Portfolio
2.90%
of 13F equity value
Holder Rank
#22
of 85 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NKX Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026DWR WEALTH MANAGEMENT, LLC holds $785,929 across 2 Asset Management names. NKX ranks #1 (86.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NKX |
Nuveen California Amt-Free Quality Municipal Income Fund
This page
|
54,138 | $678,349 | |
| 2 | GNT |
GAMCO Natural Resources, Gold & Income Trust
|
13,200 | $107,580 |
All Filings in NKX
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $678,349 | 54,138 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $643,742 | 54,096 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $479,450 | 38,541 | Shares | Sole | 2026-04-01 | |
| No filing history on record for this holder in this stock. | ||||||