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Disclosery

Cook Wealth, LLC: MUB position timeline

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

Cook Wealth, LLC held 0 MUB shares at 2025-06-30 per its 13F-HR filed 2025-08-12.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -86,198 shares

    13F-HR 0001910185-25-000004 filed by Cook Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-03-31
    13F 86,198 shares
    Change vs previous 13F -8,860 shares

    4.37% of the 13F portfolio, value $8,998,191.

    13F-HR 0001910185-25-000003 filed by Cook Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 95,058 shares
    Change vs previous 13F +2,003 shares

    4.73% of the 13F portfolio, value $10,078,075.

    13F-HR 0001951757-25-000123 filed by Cook Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 93,055 shares
    Change vs previous 13F -4,103 shares

    5.01% of the 13F portfolio, value $9,958,770.

    13F-HR 0001951757-24-001170 filed by Cook Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 97,158 shares
    Change vs previous 13F -1,521 shares

    5.62% of the 13F portfolio, value $10,401,699.

    13F-HR 0001951757-24-000587 filed by Cook Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 98,679 shares
    Change vs previous 13F not available

    6.31% of the 13F portfolio, value $10,495,492.

    13F-HR 0001951757-24-000444 filed by Cook Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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