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Forefront Wealth Partners, LLC: MUB position timeline

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

Forefront Wealth Partners, LLC held 30,003 MUB shares at 2026-06-30 per its 13F-HR filed 2026-08-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,003 shares
    Change vs previous 13F +18,725 shares

    1% of the 13F portfolio, value $3,228,924.

    13F-HR 0002063364-26-000314 filed by Forefront Wealth Partners, 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 11,278 shares
    Change vs previous 13F +1,476 shares

    0.5% of the 13F portfolio, value $1,197,159.

    13F-HR 0002063364-26-000107 filed by Forefront Wealth Partners, 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 9,802 shares
    Change vs previous 13F +153 shares

    0.5% of the 13F portfolio, value $1,049,891.

    13F-HR 0002063364-26-000056 filed by Forefront Wealth Partners, 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 9,649 shares
    Change vs previous 13F -9,062 shares

    0.26% of the 13F portfolio, value $1,027,521.

    13F-HR 0002063364-25-000240 filed by Forefront Wealth Partners, 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 18,711 shares
    Change vs previous 13F +3,161 shares

    1.37% of the 13F portfolio, value $1,993,657.

    13F-HR 0002063364-25-000212 filed by Forefront Wealth Partners, 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 15,550 shares
    Change vs previous 13F -3,161 shares

    1.12% of the 13F portfolio, value $1,639,593.

    13F-HR 0002063364-25-000089 filed by Forefront Wealth Partners, 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 18,711 shares
    Change vs previous 13F not available

    1.49% of the 13F portfolio, value $1,993,657.

    13F-HR 0002063364-25-000087 filed by Forefront Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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