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Disclosery

Avid Wealth Partners LLC: MUB position timeline

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

Avid Wealth Partners LLC held 8,429 MUB shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,429 shares
    Change vs previous 13F -33,038 shares

    0.44% of the 13F portfolio, value $907,129.

    13F-HR 0001992344-26-000007 filed by Avid Wealth Partners 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 41,467 shares
    Change vs previous 13F +4,646 shares

    2.08% of the 13F portfolio, value $4,401,722.

    13F-HR 0001992344-26-000005 filed by Avid Wealth Partners 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 36,821 shares
    Change vs previous 13F -3,732 shares

    1.93% of the 13F portfolio, value $3,943,897.

    13F-HR 0001992344-26-000003 filed by Avid Wealth Partners 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 40,553 shares
    Change vs previous 13F +15,945 shares

    2.15% of the 13F portfolio, value $4,318,489.

    13F-HR 0001992344-25-000009 filed by Avid Wealth Partners 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 24,608 shares
    Change vs previous 13F -16,893 shares

    1.47% of the 13F portfolio, value $2,571,044.

    13F-HR 0001992344-25-000005 filed by Avid Wealth Partners 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 41,501 shares
    Change vs previous 13F +16,441 shares

    2.97% of the 13F portfolio, value $4,375,865.

    13F-HR 0001992344-25-000003 filed by Avid Wealth Partners 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 25,060 shares
    Change vs previous 13F -3,124 shares

    1.9% of the 13F portfolio, value $2,670,143.

    13F-HR 0001992344-25-000002 filed by Avid Wealth Partners 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 28,184 shares
    Change vs previous 13F not available

    2.17% of the 13F portfolio, value $3,061,628.

    13F-HR 0001992344-24-000006 filed by Avid Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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