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Factor Wealth Management LTD: MUB position timeline

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

Factor Wealth Management LTD held 2,492 MUB shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 2,492 shares
    Change vs previous 13F -1,282 shares

    0.04% of the 13F portfolio, value $251,971.

    13F-HR 0001754960-26-000821 filed by Factor Wealth Management LTD
    Accepted , ingested

  2. period ended2026-06-30
    13F 3,774 shares
    Change vs previous 13F -7,325 shares

    0.06% of the 13F portfolio, value $406,133.

    13F-HR 0001754960-26-000424 filed by Factor Wealth Management LTD
    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 11,099 shares
    Change vs previous 13F -15,628 shares

    0.22% of the 13F portfolio, value $1,178,122.

    13F-HR 0001754960-26-000282 filed by Factor Wealth Management LTD
    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 26,727 shares
    Change vs previous 13F +11,605 shares

    0.62% of the 13F portfolio, value $2,862,739.

    13F-HR 0001754960-26-000164 filed by Factor Wealth Management LTD
    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 15,122 shares
    Change vs previous 13F -1,186 shares

    0.4% of the 13F portfolio, value $1,610,307.

    13F-HR 0001754960-25-000681 filed by Factor Wealth Management LTD
    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 16,308 shares
    Change vs previous 13F -11,779 shares

    0.47% of the 13F portfolio, value $1,703,891.

    13F-HR 0001754960-25-000502 filed by Factor Wealth Management LTD
    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 28,087 shares
    Change vs previous 13F +295 shares

    0.91% of the 13F portfolio, value $2,961,532.

    13F-HR 0001754960-25-000250 filed by Factor Wealth Management LTD
    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 27,792 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $2,961,281.

    13F-HR 0001754960-25-000129 filed by Factor Wealth Management LTD
    Filed (acceptance time not in the bulk data set), ingested

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