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GENESIS PRIVATE WEALTH, LLC: MUNI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of GENESIS PRIVATE WEALTH, LLC on MUNI, newest first. How the timeline and the estimate are built.

GENESIS PRIVATE WEALTH, LLC held 126,467 MUNI shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 126,467 shares
    Change vs previous 13F +9,057 shares

    1.87% of the 13F portfolio, value $6,652,145.

    13F-HR 0001725547-26-000225 filed by GENESIS PRIVATE WEALTH, 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 117,410 shares
    Change vs previous 13F +2,168 shares

    1.93% of the 13F portfolio, value $6,127,609.

    13F-HR 0001725547-26-000131 filed by GENESIS PRIVATE WEALTH, 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 115,242 shares
    Change vs previous 13F +9,231 shares

    1.87% of the 13F portfolio, value $6,039,814.

    13F-HR 0001725547-26-000004 filed by GENESIS PRIVATE WEALTH, 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 106,011 shares
    Change vs previous 13F +7,537 shares

    2.33% of the 13F portfolio, value $5,542,236.

    13F-HR 0001725547-25-004097 filed by GENESIS PRIVATE WEALTH, 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 98,474 shares
    Change vs previous 13F +3,291 shares

    2.38% of the 13F portfolio, value $5,057,606.

    13F-HR 0001725547-25-003451 filed by GENESIS PRIVATE WEALTH, 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 95,183 shares
    Change vs previous 13F +3,786 shares

    2.6% of the 13F portfolio, value $4,906,705.

    13F-HR 0001725547-25-001448 filed by GENESIS PRIVATE WEALTH, 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 91,397 shares
    Change vs previous 13F not available

    2.61% of the 13F portfolio, value $4,727,967.

    13F-HR 0001725547-25-000136 filed by GENESIS PRIVATE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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