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FORTE ASSET MANAGEMENT LLC: MUB position timeline

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

FORTE ASSET MANAGEMENT LLC held 15,541 MUB shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,541 shares
    Change vs previous 13F -232 shares

    0.68% of the 13F portfolio, value $1,672,522.

    13F-HR 0001927129-26-000003 filed by FORTE ASSET 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 15,773 shares
    Change vs previous 13F -863 shares

    0.73% of the 13F portfolio, value $1,674,304.

    13F-HR 0001927129-26-000002 filed by FORTE ASSET 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 16,636 shares
    Change vs previous 13F -40 shares

    0.81% of the 13F portfolio, value $1,781,882.

    13F-HR 0001927129-26-000001 filed by FORTE ASSET 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 16,676 shares
    Change vs previous 13F -252 shares

    0.85% of the 13F portfolio, value $1,775,827.

    13F-HR 0001927129-25-000005 filed by FORTE ASSET MANAGEMENT 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 16,928 shares
    Change vs previous 13F -2,998 shares

    0.9% of the 13F portfolio, value $1,768,637.

    13F-HR 0001927129-25-000004 filed by FORTE ASSET MANAGEMENT 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 19,926 shares
    Change vs previous 13F -3,136 shares

    1.06% of the 13F portfolio, value $2,100,997.

    13F-HR 0001927129-25-000002 filed by FORTE ASSET MANAGEMENT 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 23,062 shares
    Change vs previous 13F -2,144 shares

    1.3% of the 13F portfolio, value $2,457,256.

    13F-HR 0001927129-25-000001 filed by FORTE ASSET MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 25,206 shares
    Change vs previous 13F not available

    1.46% of the 13F portfolio, value $2,738,128.

    13F-HR 0001927129-24-000005 filed by FORTE ASSET MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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