SEC 13F Intelligence

Lm Advisors LLC / NAD

Lm Advisors LLC’s Nuveen Quality Muncp Income Position

Does Lm Advisors LLC own Nuveen Quality Muncp Income (NAD)? Yes — 3.4K shares worth $297,845 (+4.71% of its 13F portfolio) as of Q1 2026, down from 305.4K shares the prior filed quarter.

Position Value
$297,845
Q1 2026
Shares
3.4K
% of Portfolio
+4.71%
Quarters Held
9
currently held

Position History NAD

Reported value by quarter
Q4 ’23: $4MQ4 ’23Q1 ’24: $4MQ2 ’24: $4MQ2 ’24Q3 ’24: $4MQ4 ’24: $4MQ4 ’24Q1 ’25: $4MQ2 ’25: $3MQ2 ’25Q3 ’25: $4MQ1 ’26: $297,845Q1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20263.4K$297,845+4.71%
Q3 2025305.4K$4M+0.51%
Q2 2025308.2K$3M+0.45%
Q1 2025308.2K$4M+0.64%
Q4 2024314.3K$4M+0.66%
Q3 2024325.0K$4M+0.82%
Q2 2024343.1K$4M+0.01%
Q1 2024329.3K$4M+0.60%
Q4 2023321.3K$4M+0.74%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Lm Advisors LLC’s full portfolio or all institutional holders of NAD.