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Austin Wealth Management, LLC: MUNI position timeline

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

Austin Wealth Management, LLC held 231,539 MUNI 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 231,539 shares
    Change vs previous 13F -12,399 shares

    2.55% of the 13F portfolio, value $12,079,390.

    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 243,938 shares
    Change vs previous 13F -57,481 shares

    2.89% of the 13F portfolio, value $12,738,446.

    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 301,419 shares
    Change vs previous 13F -1,657 shares

    2.35% of the 13F portfolio, value $15,875,743.

    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 303,076 shares
    Change vs previous 13F +5,029 shares

    2.51% of the 13F portfolio, value $15,969,074.

    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 298,047 shares
    Change vs previous 13F +221,958 shares

    2.71% of the 13F portfolio, value $15,242,124.

    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 76,089 shares
    Change vs previous 13F +34,595 shares

    0.78% of the 13F portfolio, value $3,872,930.

    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 41,494 shares
    Change vs previous 13F +4,277 shares

    0.44% of the 13F portfolio, value $2,143,580.

    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 37,217 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $1,967,663.

    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).