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Whipplewood Advisors, LLC → NEA
Whipplewood Advisors, LLC NEA Position History
Nuveen AMT-Free Quality Municipal Income Fund • Financial Services
Quarters held
15
Latest value
$829K
Q3 2026
Peak value
$1.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.4M |
| Q3 2025 | $856K |
| Q3 2025 | $915K |
| Q4 2025 | $1.4M |
| Q4 2025 | $871K |
| Q4 2025 | $947K |
| Q1 2026 | $1.4M |
| Q1 2026 | $834K |
| Q1 2026 | $900K |
| Q2 2026 | $1.4M |
| Q2 2026 | $867K |
| Q2 2026 | $961K |
| Q3 2026 | $1.4M |
| Q3 2026 | $783K |
| Q3 2026 | $829K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $829K | 78.1K | — | — |
| Q3 2026 | $783K | 78.7K | — | — |
| Q3 2026 | $1.4M | 158.4K | — | — |
| Q2 2026 | $961K | 75.0K | — | — |
| Q2 2026 | $867K | 73.8K | — | — |
| Q2 2026 | $1.4M | 151.0K | — | — |
| Q1 2026 | $900K | 73.0K | — | — |
| Q1 2026 | $834K | 74.3K | — | — |
| Q1 2026 | $1.4M | 153.3K | — | — |
| Q4 2025 | $947K | 74.8K | — | — |
| Q4 2025 | $871K | 74.9K | — | — |
| Q4 2025 | $1.4M | 155.6K | — | — |
| Q3 2025 | $915K | 74.4K | — | — |
| Q3 2025 | $856K | 75.2K | — | — |
| Q3 2025 | $1.4M | 153.2K | — | — |
Other funds holding NEA
$115.3M
$110.2M
$109.7M
$99.1M