Nuveen CA Muni Value PM files initial ownership

A portfolio manager associated with NUVEEN CALIFORNIA MUNICIPAL VALUE FUND filed an initial Form 3 without any reported positions or transactions.

Rhea-AI Filing Summary

NUVEEN CALIFORNIA MUNICIPAL VALUE FUND (NCA) reports that portfolio manager Margot Kleinman has filed an initial statement of beneficial ownership on Form 3. The filing does not list any reportable holdings or transactions in the fund’s securities at this time.

Key Figures

Reported buy transactions: 0 transactions Reported sell transactions: 0 transactions Holding entries: 0 entries

3 metrics

Reported buy transactions 0 transactions Initial Form 3 filing for NUVEEN CALIFORNIA MUNICIPAL VALUE FUND

Reported sell transactions 0 transactions Initial Form 3 filing for NUVEEN CALIFORNIA MUNICIPAL VALUE FUND

Holding entries 0 entries No positions listed in the Form 3

Key Terms

Form 3, Portfolio Manager, beneficial ownership

3 terms

Form 3 regulatory

"filed an initial statement of beneficial ownership on Form 3"

Form 3 is the initial public filing that officers, directors and large shareholders must submit to report their ownership of a company’s securities when they become insiders. It acts like an opening inventory sheet that gives investors a starting point to see who holds significant stakes and to spot later trades or potential conflicts of interest, helping assess insider confidence and transparency.

Portfolio Manager financial

"The reporting person, Margot Kleinman, is identified as a Portfolio Manager"

A portfolio manager is the professional who picks and oversees a collection of investments—such as stocks, bonds, and cash—on behalf of individuals or institutions. They make decisions about which assets to buy, hold or sell and how much risk to take, like a ship captain steering through changing weather; their choices shape an investor’s potential returns, losses and the steadiness of the investment experience.

beneficial ownership financial

"has filed an initial statement of beneficial ownership for NUVEEN"

Beneficial ownership means the person or entity that actually enjoys the benefits of owning shares or other assets — such as receiving dividends, voting rights, or price gains — even if the legal title is held in another name. For investors it matters because knowing who truly controls and profits from a company reveals who can influence decisions, exposes potential conflicts of interest or hidden concentration of power, and affects transparency and risk in the stock.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What does the Form 3 filing for NCA by Margot Kleinman report?

It reports that Margot Kleinman, identified as a Portfolio Manager, has filed an initial statement of beneficial ownership for NUVEEN CALIFORNIA MUNICIPAL VALUE FUND (NCA), and that there are no reportable holdings or transactions disclosed in this filing.

Does the NCA Form 3 show any shares currently owned by the reporting person?

No. The Form 3 shows no reportable holdings in NUVEEN CALIFORNIA MUNICIPAL VALUE FUND securities by the reporting person, as indicated by the absence of any holding entries or transactions.

What role does the reporting person have in relation to NCA?

The reporting person, Margot Kleinman, is identified in the Form 3 as a Portfolio Manager in relation to NUVEEN CALIFORNIA MUNICIPAL VALUE FUND.

Are there any purchases or sales of NCA shares disclosed in this Form 3?

No. The Form 3 discloses no buy or sell transactions in NUVEEN CALIFORNIA MUNICIPAL VALUE FUND shares by the reporting person, with all transaction counts and share amounts reported as zero.

Does the NCA Form 3 mention a Rule 10b5-1 trading plan?

No. The filing does not indicate that any Rule 10b5-1 trading plan is involved; there are also no reported transactions in the Form 3.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Available on EDGAR 09/03/2026 - 12:41 PM EDT Accepted by SEC EDGAR 09/03/2026 - 12:41 PM EDT Learn about SEC filing dates

SEC Form 3

FORM 3

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

INITIAL STATEMENT OF BENEFICIAL OWNERSHIP OF SECURITIES

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940

OMB APPROVAL

OMB Number:			3235-0104
Estimated average burden
hours per response:			0.5

1. Name and Address of Reporting Person^*

Kleinman Margot

(Last) (First) (Middle)

333 W. WACKER DRIVE

SUITE 2900

(Street)

CHICAGO ILLINOIS 60606

(City) (State) (Zip)

UNITED STATES

(Country)

2. Date of Event Requiring Statement (Month/Day/Year)
08/26/2026

3. Issuer Name and Ticker or Trading Symbol
NUVEEN CALIFORNIA MUNICIPAL VALUE FUND [ NCA ]

3a. Foreign Trading Symbol

5. If Amendment, Date of Original Filed (Month/Day/Year)

4. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

	Director		10% Owner
	Officer (give title below)	X	Other (specify below)
			Portfolio Manager

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

Table I - Non-Derivative Securities Beneficially Owned
1. Title of Security (Instr. 4)	2. Amount of Securities Beneficially Owned (Instr. 4)	3. Ownership Form: Direct (D) or Indirect (I) (Instr. 5)	4. Nature of Indirect Beneficial Ownership (Instr. 5)

Table II - Derivative Securities Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 4)	2. Date Exercisable and Expiration Date (Month/Day/Year)		3. Title and Amount of Securities Underlying Derivative Security (Instr. 4)		4. Conversion or Exercise Price of Derivative Security	5. Ownership Form: Direct (D) or Indirect (I) (Instr. 5)	6. Nature of Indirect Beneficial Ownership (Instr. 5)
	Date Exercisable	Expiration Date	Title	Amount or Number of Shares

Explanation of Responses:

Remarks:

kleinmanpoa.txt

No securities are beneficially owned.

	Mark L. Winget/ Signed Under Power of Attorney	09/03/2026
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 5 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 3: SEC 1473 (03-26)