Lionsbridge Wealth Management LLC
Position in NCLO — Nuveen AA-BBB CLO ETF
CIK 1800533
JACKSONVILLE BEACH, FL
Position in NCLO
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$250,950
-$7,052 QoQ
Shares Held
10,006
-3.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
#10
of 12 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NCLO Over Time
Shares Held
Position Value (USD)
All Filings in NCLO
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $250,950 | 10,006 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $258,002 | 10,347 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||