WEALTHSPAN PARTNERS, LLC
Position in NVG — Nuveen AMT-Free Municipal Credit Income Fund
CIK 1909805
DAVENPORT, IA
Position in NVG
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$364,838
+$14,938 QoQ
Shares Held
28,503
+0.4% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#115
of 260 holders
Holding Since
Jun 2024
9 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, 2026WEALTHSPAN PARTNERS, LLC holds $908,601 across 4 Asset Management names. NVG ranks #1 (40.2% of the industry book) .
All Filings in NVG
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $364,838 | 28,503 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $349,900 | 28,378 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $276,076 | 21,807 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $145,882 | 11,870 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $141,143 | 11,831 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $146,009 | 11,794 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $144,312 | 11,771 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $157,613 | 11,771 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $146,666 | 11,771 | Shares | Sole | 2024-07-22 | |
| No filing history on record for this holder in this stock. | ||||||