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Goelzer Investment Management, Inc.: MUNI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Goelzer Investment Management, Inc. on MUNI, newest first. How the timeline and the estimate are built.

Goelzer Investment Management, Inc. held 126,159 MUNI shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 126,159 shares
    Change vs previous 13F -15,395 shares

    0.29% of the 13F portfolio, value $6,635,964.

    13F-HR 0001550057-26-000003 filed by Goelzer Investment Management, Inc.
    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 141,554 shares
    Change vs previous 13F -1,855 shares

    0.36% of the 13F portfolio, value $7,387,704.

    13F-HR 0001550057-26-000002 filed by Goelzer Investment Management, Inc.
    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 143,409 shares
    Change vs previous 13F -3,770 shares

    0.35% of the 13F portfolio, value $7,516,066.

    13F-HR 0001550057-26-000001 filed by Goelzer Investment Management, Inc.
    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 147,179 shares
    Change vs previous 13F -24,198 shares

    0.41% of the 13F portfolio, value $7,694,543.

    13F-HR 0001085146-25-005926 filed by Goelzer Investment Management, Inc.
    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 171,377 shares
    Change vs previous 13F -43,368 shares

    0.48% of the 13F portfolio, value $8,801,923.

    13F-HR 0001085146-25-003611 filed by Goelzer Investment Management, Inc.
    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/A 214,745 shares
    Change vs previous 13F -2,007 shares

    0.64% of the 13F portfolio, value $11,070,105.

    13F-HR/A 0001085146-25-002400 filed by Goelzer Investment Management, Inc.
    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 216,752 shares
    Change vs previous 13F -13,881 shares

    0.65% of the 13F portfolio, value $11,212,581.

    13F-HR 0001085146-25-000355 filed by Goelzer Investment Management, Inc.
    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 230,633 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $12,218,937.

    13F-HR 0001085146-24-004632 filed by Goelzer Investment Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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