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4J Wealth Management LLC: MUB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 4J Wealth Management LLC on MUB, newest first. How the timeline and the estimate are built.

4J Wealth Management LLC held 7,147 MUB shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,147 shares
    Change vs previous 13F -610 shares

    0.38% of the 13F portfolio, value $769,207.

    13F-HR 0001754960-26-000594 filed by 4J Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 7,757 shares
    Change vs previous 13F -50 shares

    0.47% of the 13F portfolio, value $823,452.

    13F-HR 0001754960-26-000353 filed by 4J Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 7,807 shares
    Change vs previous 13F -370 shares

    0.48% of the 13F portfolio, value $836,255.

    13F-HR 0001754960-26-000067 filed by 4J Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 8,177 shares
    Change vs previous 13F -160 shares

    0.51% of the 13F portfolio, value $870,815.

    13F-HR 0001754960-25-000703 filed by 4J Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 8,337 shares
    Change vs previous 13F -534 shares

    0.59% of the 13F portfolio, value $871,096.

    13F-HR 0001754960-25-000523 filed by 4J Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 8,871 shares
    Change vs previous 13F -45 shares

    0.74% of the 13F portfolio, value $935,404.

    13F-HR 0001754960-25-000260 filed by 4J Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 8,916 shares
    Change vs previous 13F -744 shares

    0.77% of the 13F portfolio, value $950,046.

    13F-HR 0001754960-25-000062 filed by 4J Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 9,660 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $1,049,413.

    13F-HR 0001754960-24-000541 filed by 4J Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).