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Balentine LLC: MUB position timeline

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

Balentine LLC held 329,446 MUB shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 329,446 shares
    Change vs previous 13F -897 shares

    1.26% of the 13F portfolio, value $35,455,006.

    13F-HR 0001398344-26-013694 filed by Balentine 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 330,343 shares
    Change vs previous 13F -377,929 shares

    1.41% of the 13F portfolio, value $35,065,935.

    13F-HR 0001398344-26-007159 filed by Balentine 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 708,272 shares
    Change vs previous 13F -88,474 shares

    2.88% of the 13F portfolio, value $75,862,996.

    13F-HR 0001398344-26-001814 filed by Balentine 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 796,746 shares
    Change vs previous 13F -32,404 shares

    3.13% of the 13F portfolio, value $84,845,441.

    13F-HR 0001398344-25-020500 filed by Balentine 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 829,150 shares
    Change vs previous 13F -32,176 shares

    3.37% of the 13F portfolio, value $86,629,616.

    13F-HR 0001398344-25-014447 filed by Balentine 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 861,326 shares
    Change vs previous 13F -18,249 shares

    3.8% of the 13F portfolio, value $90,818,210.

    13F-HR 0001398344-25-008628 filed by Balentine 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 879,575 shares
    Change vs previous 13F -6,228 shares

    3.8% of the 13F portfolio, value $93,718,712.

    13F-HR 0001398344-25-001347 filed by Balentine 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 885,803 shares
    Change vs previous 13F not available

    3.79% of the 13F portfolio, value $96,224,796.

    13F-HR 0001398344-24-019665 filed by Balentine LLC
    Filed (acceptance time not in the bulk data set), ingested

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