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Forza Wealth Management, LLC: MUB position timeline

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

Forza Wealth Management, LLC held 50,700 MUB shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 50,700 shares
    Change vs previous 13F 0 shares

    1.67% of the 13F portfolio, value $5,456,334.

    13F-HR 0001963030-26-000003 filed by Forza 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 50,700 shares
    Change vs previous 13F 0 shares

    1.87% of the 13F portfolio, value $5,381,805.

    13F-HR 0001963030-26-000002 filed by Forza 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 50,700 shares
    Change vs previous 13F -1,900 shares

    1.96% of the 13F portfolio, value $5,430,477.

    13F-HR 0001963030-26-000001 filed by Forza 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 52,600 shares
    Change vs previous 13F +2,900 shares

    2.15% of the 13F portfolio, value $5,601,374.

    13F-HR 0001963030-25-000012 filed by Forza 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 49,700 shares
    Change vs previous 13F +39,300 shares

    2.13% of the 13F portfolio, value $5,192,656.

    13F-HR 0001963030-25-000005 filed by Forza 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 10,400 shares
    Change vs previous 13F 0 shares

    0.49% of the 13F portfolio, value $1,096,576.

    13F-HR 0001963030-25-000003 filed by Forza 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 10,400 shares
    Change vs previous 13F 0 shares

    0.5% of the 13F portfolio, value $1,108,120.

    13F-HR 0001963030-25-000001 filed by Forza 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 10,400 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $1,129,752.

    13F-HR 0001963030-24-000006 filed by Forza Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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