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Disclosery

BCO Wealth Management LLC: MUB position timeline

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

BCO Wealth Management LLC held 83,192 MUB shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 83,192 shares
    Change vs previous 13F -1,783 shares

    4.88% of the 13F portfolio, value $8,953,123.

    13F-HR 0002085853-26-000717 filed by BCO 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 84,975 shares
    Change vs previous 13F +6,726 shares

    5.42% of the 13F portfolio, value $9,020,097.

    13F-HR 0002085853-26-000391 filed by BCO 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 78,249 shares
    Change vs previous 13F -6,969 shares

    5.14% of the 13F portfolio, value $8,381,248.

    13F-HR 0002085853-26-000036 filed by BCO 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 85,218 shares
    Change vs previous 13F -2,114 shares

    5.99% of the 13F portfolio, value $9,074,861.

    13F-HR 0002085853-25-000081 filed by BCO 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 87,332 shares
    Change vs previous 13F -2,886 shares

    6.51% of the 13F portfolio, value $9,124,446.

    13F-HR 0001667731-25-000876 filed by BCO 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 90,218 shares
    Change vs previous 13F -2,066 shares

    7.46% of the 13F portfolio, value $9,512,585.

    13F-HR 0001667731-25-000539 filed by BCO 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 92,284 shares
    Change vs previous 13F not available

    8.18% of the 13F portfolio, value $9,832,859.

    13F-HR 0001667731-25-000239 filed by BCO Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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