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Disclosery

Biltmore Wealth Management, LLC: MUNI position timeline

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

Biltmore Wealth Management, LLC held 8,640 MUNI shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 8,640 shares
    Change vs previous 13F +41 shares

    0.13% of the 13F portfolio, value $429,306.

    13F-HR 0001085146-26-000865 filed by Biltmore Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 8,599 shares
    Change vs previous 13F -3,335 shares

    0.14% of the 13F portfolio, value $452,327.

    13F-HR 0001598102-26-000003 filed by Biltmore 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 ended2026-03-31
    13F 11,934 shares
    Change vs previous 13F -9,281 shares

    0.22% of the 13F portfolio, value $622,849.

    13F-HR 0001598102-26-000002 filed by Biltmore 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 ended2025-12-31
    13F 21,215 shares
    Change vs previous 13F -1,223 shares

    0.42% of the 13F portfolio, value $1,111,900.

    13F-HR 0001598102-26-000001 filed by Biltmore 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 ended2025-09-30
    13F 22,438 shares
    Change vs previous 13F -28,122 shares

    0.45% of the 13F portfolio, value $1,173,085.

    13F-HR 0001598102-25-000002 filed by Biltmore 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 ended2025-06-30
    13F 50,560 shares
    Change vs previous 13F -67,896 shares

    1.05% of the 13F portfolio, value $2,596,768.

    13F-HR 0001085146-25-003687 filed by Biltmore 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 ended2025-03-31
    13F 118,456 shares
    Change vs previous 13F -117 shares

    2.58% of the 13F portfolio, value $6,106,389.

    13F-HR 0001085146-25-002130 filed by Biltmore 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 ended2024-12-31
    13F 118,573 shares
    Change vs previous 13F not available

    2.55% of the 13F portfolio, value $6,133,777.

    13F-HR 0001085146-25-000166 filed by Biltmore Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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