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Elk River Wealth Management LLC: MUB position timeline

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

Elk River Wealth Management LLC held 8,946 MUB shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,946 shares
    Change vs previous 13F -4,465 shares

    0.15% of the 13F portfolio, value $962,769.

    13F-HR 0001951757-26-001253 filed by Elk River 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 13,411 shares
    Change vs previous 13F +87 shares

    0.24% of the 13F portfolio, value $1,423,578.

    13F-HR 0001951757-26-000635 filed by Elk River 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 13,324 shares
    Change vs previous 13F +8,991 shares

    0.23% of the 13F portfolio, value $1,427,134.

    13F-HR 0001951757-26-000383 filed by Elk River 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 4,333 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $461,421.

    13F-HR 0001951757-25-001188 filed by Elk River Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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