SEC 13F Intelligence

Dkm Wealth Management, Inc. / XNCMX

Dkm Wealth Management, Inc.’s Nuveen Calif Amt Free Muni I Position

Does Dkm Wealth Management, Inc. own Nuveen Calif Amt Free Muni I (XNCMX)? Yes — 212.6K shares worth $3M (+1.82% of its 13F portfolio) as of Q1 2026.

Position Value
$3M
Q1 2026
Shares
212.6K
% of Portfolio
+1.82%
Quarters Held
6
currently held

Position History XNCMX

Reported value by quarter
Q4 ’24: $3MQ4 ’24Q1 ’25: $3MQ1 ’25Q2 ’25: $3MQ2 ’25Q3 ’25: $3MQ3 ’25Q4 ’25: $3MQ4 ’25Q1 ’26: $3MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026212.6K$3M+1.82%
Q4 2025212.6K$3M+1.97%
Q3 2025212.6K$3M+2.16%
Q2 2025212.6K$3M+1.96%
Q1 2025212.6K$3M+2.92%
Q4 2024212.6K$3M+2.55%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Dkm Wealth Management, Inc.’s full portfolio or all institutional holders of XNCMX.