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Brady Martz Wealth Solutions, LLC: MUNI position timeline

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

Brady Martz Wealth Solutions, LLC held 17,643 MUNI shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,643 shares
    Change vs previous 13F -641 shares

    0.14% of the 13F portfolio, value $928,005.

    13F-HR 0002049470-26-000004 filed by Brady Martz Wealth Solutions, 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 18,284 shares
    Change vs previous 13F -318 shares

    0.16% of the 13F portfolio, value $954,242.

    13F-HR 0002049470-26-000003 filed by Brady Martz Wealth Solutions, 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 18,602 shares
    Change vs previous 13F -3,829 shares

    0.17% of the 13F portfolio, value $974,931.

    13F-HR 0002049470-26-000002 filed by Brady Martz Wealth Solutions, 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 22,431 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $1,172,693.

    13F-HR 0002049470-25-000007 filed by Brady Martz Wealth Solutions, 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 22,431 shares
    Change vs previous 13F -4,050 shares

    0.22% of the 13F portfolio, value $1,152,056.

    13F-HR 0002049470-25-000006 filed by Brady Martz Wealth Solutions, 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 26,481 shares
    Change vs previous 13F -242 shares

    0.31% of the 13F portfolio, value $1,365,096.

    13F-HR 0002049470-25-000004 filed by Brady Martz Wealth Solutions, 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 26,723 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $1,372,761.

    13F-HR 0002049470-25-000003 filed by Brady Martz Wealth Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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