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Accredited Wealth Management, LLC: MUNI position timeline

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

Accredited Wealth Management, LLC held 130 MUNI shares at 2025-09-30 per its 13F-HR filed 2025-11-12.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 130 shares
    Change vs previous 13F -2,195 shares

    0.09% of the 13F portfolio, value $121,552.

    13F-HR 0002056519-25-000008 filed by Accredited 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 ended2025-06-30
    13F 2,325 shares
    Change vs previous 13F -800 shares

    0.1% of the 13F portfolio, value $119,413.

    13F-HR 0002056519-25-000007 filed by Accredited 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 ended2025-03-31
    13F 3,125 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $161,094.

    13F-HR 0002056519-25-000003 filed by Accredited 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 ended2024-12-31
    13F 3,125 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $162,094.

    13F-HR 0002056315-25-000003 filed by Accredited Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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