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Disclosery

Bravera Wealth: MUNI position timeline

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

Bravera Wealth held 33,612 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 33,612 shares
    Change vs previous 13F +16,365 shares

    0.68% of the 13F portfolio, value $1,767,991.

    13F-HR 0002126773-26-000003 filed by Bravera Wealth
    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 17,247 shares
    Change vs previous 13F +14,810 shares

    0.41% of the 13F portfolio, value $900,121.

    13F-HR 0002126773-26-000002 filed by Bravera Wealth
    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 2,437 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $127,723.

    13F-HR 0002126773-26-000001 filed by Bravera Wealth
    Filed (acceptance time not in the bulk data set), ingested

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