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BCGM Wealth Management, LLC: MUB position timeline

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

BCGM Wealth Management, LLC held 40,894 MUB shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 40,894 shares
    Change vs previous 13F -1,038 shares

    0.93% of the 13F portfolio, value $4,401,040.

    13F-HR 0001765380-26-000268 filed by BCGM 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 41,932 shares
    Change vs previous 13F -1,280 shares

    1.12% of the 13F portfolio, value $4,451,087.

    13F-HR 0001765380-26-000167 filed by BCGM 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 43,212 shares
    Change vs previous 13F -92 shares

    1.18% of the 13F portfolio, value $4,628,441.

    13F-HR 0001830467-26-000001 filed by BCGM 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 43,304 shares
    Change vs previous 13F +4,675 shares

    1.2% of the 13F portfolio, value $4,611,409.

    13F-HR 0001830467-25-000003 filed by BCGM 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 38,629 shares
    Change vs previous 13F -3,790 shares

    1.14% of the 13F portfolio, value $4,035,907.

    13F-HR 0001765380-25-000283 filed by BCGM 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 42,419 shares
    Change vs previous 13F -6,029 shares

    1.37% of the 13F portfolio, value $4,472,698.

    13F-HR 0001765380-25-000194 filed by BCGM 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 48,448 shares
    Change vs previous 13F +5,431 shares

    1.64% of the 13F portfolio, value $5,162,101.

    13F-HR 0001765380-25-000033 filed by BCGM 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 43,017 shares
    Change vs previous 13F not available

    1.52% of the 13F portfolio, value $4,672,956.

    13F-HR 0001765380-24-000402 filed by BCGM Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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