Orca Wealth Management, LLC
Position in NUV — Nuveen Municipal Value Fund Inc
CIK 2043765
NEW PORT RICHEY, FL
Position in NUV
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$1,376,440
+$1,109,388 QoQ
Shares Held
153,108
+419.4% QoQ
Ownership
0.074%
of shares outstanding
% of Portfolio
0.99%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NUV Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Orca Wealth Management, LLC holds $1,962,735 across 1 Asset Management name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
16,680 | $1,962,735 |
All Filings in NUV
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,376,440 | 153,108 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $267,052 | 29,476 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $237,233 | 26,418 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $176,111 | 20,266 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $176,057 | 20,075 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $171,774 | 19,997 | Shares | Sole | 2025-01-22 | |
| No filing history on record for this holder in this stock. | ||||||