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Global Wealth Strategies & Associates: MUB position timeline

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

Global Wealth Strategies & Associates held 115,195 MUB shares at 2026-09-30 per its 13F-HR filed 2026-10-02.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 115,195 shares
    Change vs previous 13F -4,023 shares

    2.13% of the 13F portfolio, value $11,646,206.

    13F-HR 0001912297-26-000005 filed by Global Wealth Strategies & Associates
    Accepted , ingested

  2. period ended2026-06-30
    13F 119,218 shares
    Change vs previous 13F +2,612 shares

    2.43% of the 13F portfolio, value $12,830,217.

    13F-HR 0001912297-26-000003 filed by Global Wealth Strategies & Associates
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 116,606 shares
    Change vs previous 13F +8,141 shares

    3.04% of the 13F portfolio, value $12,377,675.

    13F-HR 0001912297-26-000002 filed by Global Wealth Strategies & Associates
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 108,465 shares
    Change vs previous 13F +4,726 shares

    2.9% of the 13F portfolio, value $11,617,709.

    13F-HR 0001912297-26-000001 filed by Global Wealth Strategies & Associates
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 103,739 shares
    Change vs previous 13F +9,126 shares

    2.84% of the 13F portfolio, value $11,047,128.

    13F-HR 0001912297-25-000006 filed by Global Wealth Strategies & Associates
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 94,613 shares
    Change vs previous 13F +4,512 shares

    2.83% of the 13F portfolio, value $9,885,139.

    13F-HR 0001912297-25-000004 filed by Global Wealth Strategies & Associates
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 90,101 shares
    Change vs previous 13F +13,827 shares

    2.88% of the 13F portfolio, value $9,500,289.

    13F-HR 0001912297-25-000003 filed by Global Wealth Strategies & Associates
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 76,274 shares
    Change vs previous 13F not available

    2.54% of the 13F portfolio, value $8,127,002.

    13F-HR 0001912297-25-000001 filed by Global Wealth Strategies & Associates
    Filed (acceptance time not in the bulk data set), ingested

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