Wealth Dimensions Group, Ltd.
Position in NVG — Nuveen AMT-Free Municipal Credit Income Fund
CIK 1846462
CINCINNATI, OH
Position in NVG
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$222,656
+$3,244 QoQ
Shares Held
17,395
-2.2% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#148
of 260 holders
Holding Since
Dec 2020
23 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, 2026Wealth Dimensions Group, Ltd. holds $901,108 across 4 Asset Management names. NVG ranks #3 (24.7% of the industry book) .
All Filings in NVG
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $222,656 | 17,395 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $219,412 | 17,795 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $231,614 | 18,295 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $224,845 | 18,295 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $218,259 | 18,295 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $300,772 | 24,295 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $297,856 | 24,295 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $325,310 | 24,295 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $302,715 | 24,295 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $364,439 | 29,995 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $363,996 | 30,795 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $317,496 | 30,795 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $369,661 | 31,595 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $372,189 | 31,595 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $383,563 | 31,595 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $368,713 | 31,595 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $413,502 | 31,541 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $465,337 | 31,463 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $563,270 | 31,415 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $537,155 | 31,321 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $559,393 | 31,321 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $529,324 | 31,321 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $525,566 | 31,321 | Shares | Sole | 2021-02-17 | |
| No filing history on record for this holder in this stock. | ||||||