EHRLICH FINANCIAL GROUP
Position in NUV — Nuveen Municipal Value Fund Inc
CIK 2010632
LAGUNA NIGUEL, CA
Position in NUV
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$3,285,869
+$2,254,995 QoQ
Shares Held
356,385
+210.8% QoQ
Ownership
0.172%
of shares outstanding
% of Portfolio
17.26%
of 13F equity value
Holder Rank
#22
of 234 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NUV Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026EHRLICH FINANCIAL GROUP holds $3,585,310 across 2 Asset Management names. NUV ranks #1 (91.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NUV |
Nuveen Municipal Value Fund Inc
This page
|
356,385 | $3,285,869 | |
| 2 | NKX |
Nuveen California Amt-Free Quality Municipal Income Fund
|
23,898 | $299,441 |
All Filings in NUV
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,285,869 | 356,385 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $1,030,874 | 114,669 | Shares | Sole | 2026-04-09 | |
| No filing history on record for this holder in this stock. | ||||||