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Equibles

Summit Financial, LLC

Position in NVG — Nuveen AMT-Free Municipal Credit Income Fund

CIK 1765536 PARSIPPANY, NJ
Back to NVG Full portfolio

Position in NVG

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$802,150
-$9,090 QoQ
Shares Held
62,668
-4.8% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#69
of 261 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in NVG Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

Summit Financial, LLC holds $139,691,499 across 93 Asset Management names. NVG ranks #38 (0.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 PHYS
Sprott Physical Gold Trust
 360,966 $10,890,344
2 PSLV
Sprott Physical Silver Trust
 572,407 $10,801,320
3 BX
Blackstone Inc.
 70,333 $8,276,084
4 PDI
PIMCO Dynamic Income Fund
 465,415 $7,772,430
5 KYN
Kayne Anderson Energy Infrastructure Fund, Inc.
 454,618 $6,287,366
6 FSCO
FS Credit Opportunities Corp.
 1,162,973 $5,803,235
7 AMP
Ameriprise Financial Inc
 11,534 $5,291,337
8 KKR
KKR & Co. Inc.
 49,881 $4,578,078

All Filings in NVG

Export CSV
10 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $802,150 62,668
2026-03-31 $811,240 65,794
2025-12-31 $814,481 64,335
2025-09-30 $753,327 61,296
2025-06-30 $765,082 64,131
2025-03-31 $570,259 46,063
2024-12-31 $547,874 44,688
2024-09-30 $626,410 46,782
2024-06-30 $555,541 44,586
2024-03-31 $255,587 21,036