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ForthRight Wealth Management, LLC: MUB position timeline

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

ForthRight Wealth Management, LLC held 9,337 MUB shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,337 shares
    Change vs previous 13F 0 shares

    0.26% of the 13F portfolio, value $1,004,848.

    13F-HR 0001951757-26-001151 filed by ForthRight 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 9,337 shares
    Change vs previous 13F 0 shares

    0.28% of the 13F portfolio, value $991,123.

    13F-HR 0001951757-26-000827 filed by ForthRight 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 9,337 shares
    Change vs previous 13F 0 shares

    0.29% of the 13F portfolio, value $1,000,086.

    13F-HR 0001951757-26-000057 filed by ForthRight 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 9,337 shares
    Change vs previous 13F -105 shares

    0.29% of the 13F portfolio, value $994,297.

    13F-HR 0001951757-25-001322 filed by ForthRight Wealth 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 9,442 shares
    Change vs previous 13F -5,298 shares

    0.31% of the 13F portfolio, value $986,500.

    13F-HR 0001951757-25-000975 filed by ForthRight Wealth 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 14,740 shares
    Change vs previous 13F -367 shares

    0.52% of the 13F portfolio, value $1,554,148.

    13F-HR 0001951757-25-000372 filed by ForthRight Wealth 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 15,107 shares
    Change vs previous 13F -997 shares

    0.54% of the 13F portfolio, value $1,609,700.

    13F-HR 0001951757-25-000065 filed by ForthRight Wealth 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 16,104 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $1,749,352.

    13F-HR 0001951757-24-001132 filed by ForthRight Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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