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Total Wealth Planning & Management, Inc. → NCDL
Total Wealth Planning & Management, Inc. NCDL Position History
Nuveen Churchill Direct Lending Corp. • Financial Services
Quarters held
4
Latest value
$360K
Q3 2026
Peak value
$360K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $304K |
| Q1 2026 | $302K |
| Q2 2026 | $348K |
| Q3 2026 | $360K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $360K | 66.0K | — | — |
| Q2 2026 | $348K | 58.4K | — | — |
| Q1 2026 | $302K | 51.2K | — | — |
| Q4 2025 | $304K | 47.5K | — | — |