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DKM Wealth Management, Inc. → NAC
DKM Wealth Management, Inc. NAC Position History
Nuveen California Quality Municipal Income Fund • Financial Services
Quarters held
15
Latest value
$2.5M
Q3 2026
Peak value
$2.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $160K |
| Q3 2025 | $2.7M |
| Q3 2025 | $1.6M |
| Q4 2025 | $161K |
| Q4 2025 | $2.6M |
| Q4 2025 | $1.7M |
| Q1 2026 | $169K |
| Q1 2026 | $2.5M |
| Q1 2026 | $1.7M |
| Q2 2026 | $168K |
| Q2 2026 | $2.7M |
| Q2 2026 | $1.7M |
| Q3 2026 | $153K |
| Q3 2026 | $2.8M |
| Q3 2026 | $2.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.5M | 242.4K | — | — |
| Q3 2026 | $2.8M | 264.7K | — | — |
| Q3 2026 | $153K | 18.0K | — | — |
| Q2 2026 | $1.7M | 142.4K | — | — |
| Q2 2026 | $2.7M | 212.6K | — | — |
| Q2 2026 | $168K | 18.0K | — | — |
| Q1 2026 | $1.7M | 142.4K | — | — |
| Q1 2026 | $2.5M | 212.6K | — | — |
| Q1 2026 | $169K | 18.0K | — | — |
| Q4 2025 | $1.7M | 142.4K | — | — |
| Q4 2025 | $2.6M | 212.6K | — | — |
| Q4 2025 | $161K | 18.0K | — | — |
| Q3 2025 | $1.6M | 142.4K | — | — |
| Q3 2025 | $2.7M | 212.6K | — | — |
| Q3 2025 | $160K | 18.0K | — | — |
Other funds holding NAC
$84M
$69.9M
$60.7M
$43.2M
$41.6M
$38.6M
$36.3M
$36.3M