Welcome to our dedicated page for Nuveen AMT-Free Municipal Value Fund SEC filings (Ticker: NUW), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Our SEC filing database is enhanced with expert analysis from Rhea-AI, providing insights into the potential impact of each filing on Nuveen AMT-Free Municipal Value Fund's stock performance. Each filing includes a concise AI-generated summary, sentiment and impact scores, and end-of-day stock performance data showing the actual market reaction. Navigate easily through different filing types including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, proxy statements (DEF 14A), and Form 4 insider trading disclosures.
Designed for fundamental investors and regulatory compliance professionals, our page simplifies access to critical SEC filings. By combining real-time EDGAR feed updates, Rhea-AI's analytical insights, and historical stock performance data, we provide comprehensive visibility into Nuveen AMT-Free Municipal Value Fund's regulatory disclosures and financial reporting.
Nuveen AMT-Free Municipal Value Fund investor 1607 Capital Partners, LLC reported its holdings in the fund’s common shares on a Schedule 13G/A. The firm beneficially owns 804,410 common shares, each with a par value of $0.01, identified by CUSIP 670695105.
1607 Capital Partners reports that these shares represent 4.48% of the outstanding class. It has sole voting power and sole dispositive power over all 804,410 shares, with no shared voting or dispositive authority. The filing is signed by Kevin Rutherford, Chief Compliance Officer of 1607 Capital Partners, LLC.
Nuveen AMT‑Free Municipal Value Fund and related Nuveen municipal funds are calling virtual annual shareholder meetings to elect independent board members and review governance. The meetings will be held online on August 13, 2026 at 2:00 p.m. Central time, with no physical location.
Shareholders of record as of June 22, 2026 may vote by mail, telephone, Internet or by participating in the webcast. Common and, where applicable, preferred shareholders will elect classified Board Members by plurality, with certain funds’ preferred holders separately electing two directors.
All nominees are independent under the Investment Company Act and NYSE/NASDAQ standards, and the Board recommends voting FOR each nominee. The proxy details a unitary board overseeing 210 portfolios, committee structures for audit, compliance, investments and closed‑end fund oversight, and updated Independent Board Member compensation, including a $355,000 annual retainer and a $160,000 Board Chair retainer.
Nuveen AMT-Free Municipal Value Fund filed a Form 3 for officer Margot Kleinman, who serves as SMD, Head of Muni Bond Research. This filing is an initial statement of beneficial ownership for this insider and, based on the provided data, does not report any share transactions.
Nuveen AMT-Free Municipal Value Fund has added Margot Kleinman as a portfolio manager, effective February 27, 2026. Existing portfolio managers Daniel Close and Kristen DeJong will continue in their roles alongside her.
The Fund states there will be no changes to its investment objective or investment policies in connection with Kleinman’s addition.
Nuveen AMT-Free Municipal Value Fund insider Joseph Castro, who serves as EVP, Chief Risk & Compliance, filed an initial ownership report on Form 3. The filing does not list any buy, sell, acquisition, or disposal transactions and provides no share holdings detail in the transaction section.
Nuveen AMT-Free Municipal Value Fund (NUW), along with sister funds NUV and NMI, reports modest positive results for the 12 months ended October 31, 2025 in a volatile municipal bond market. Municipal yields rose at longer maturities and fell at shorter ones, and heavy new issuance outpaced demand despite generally strong credit fundamentals.
NUW’s net asset value return was 3.42%, trailing the S&P Municipal Bond Index’s 4.14%, while NUV returned 3.22% and NMI 2.74% versus their respective benchmarks. Management continued to focus on intermediate‑ to longer‑duration and mid‑ to lower‑rated municipal bonds, using leverage through inverse floating rate securities and trading into higher‑yielding bonds when opportunities appeared. In 2025 NUW paid total distributions of $0.5800 per share, with a reported market yield of 4.05% and tax‑equivalent yield of 6.84%, based on prices at period end. PricewaterhouseCoopers LLP issued an unqualified opinion on the funds’ financial statements.
Nuveen AMT-Free Municipal Value Fund (NUW) reported an insider filing on Form 3. The reporting person, an officer serving as MD, Fund Finance & Treasury, filed an initial statement of beneficial ownership indicating no securities are beneficially owned. The event date is 10/16/2025, and the submission was signed under a power of attorney.