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Austin Wealth Management, LLC: MFUS position timeline

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

Austin Wealth Management, LLC held 446,808 MFUS 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 446,808 shares
    Change vs previous 13F -1,733 shares

    6.12% of the 13F portfolio, value $28,953,189.

    13F-HR 0002003112-26-000007 filed by Austin 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 448,541 shares
    Change vs previous 13F -155,584 shares

    6% of the 13F portfolio, value $26,441,489.

    13F-HR 0002003112-26-000004 filed by Austin 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 604,125 shares
    Change vs previous 13F +17,335 shares

    5.16% of the 13F portfolio, value $34,912,356.

    13F-HR 0002003112-26-000001 filed by Austin 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 586,790 shares
    Change vs previous 13F +5,877 shares

    5.13% of the 13F portfolio, value $32,712,668.

    13F-HR 0002003112-25-000004 filed by Austin 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 580,913 shares
    Change vs previous 13F +13,769 shares

    5.49% of the 13F portfolio, value $30,874,505.

    13F-HR 0001085146-25-004694 filed by Austin 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 567,144 shares
    Change vs previous 13F +4,437 shares

    5.52% of the 13F portfolio, value $27,529,155.

    13F-HR 0001085146-25-002519 filed by Austin 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 562,707 shares
    Change vs previous 13F -1,081 shares

    5.93% of the 13F portfolio, value $28,613,642.

    13F-HR 0001085146-25-000924 filed by Austin 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 563,788 shares
    Change vs previous 13F not available

    6.18% of the 13F portfolio, value $28,155,024.

    13F-HR 0001085146-24-005175 filed by Austin Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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