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Graetz Wealth LLC: MUB position timeline

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

Graetz Wealth LLC held 4,238 MUB shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,238 shares
    Change vs previous 13F +93 shares

    0.36% of the 13F portfolio, value $456,130.

    13F-HR 0002053877-26-000003 filed by Graetz 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 4,145 shares
    Change vs previous 13F +1,369 shares

    0.39% of the 13F portfolio, value $439,960.

    13F-HR 0002053877-26-000002 filed by Graetz 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 2,776 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $297,338.

    13F-HR 0002053877-26-000001 filed by Graetz Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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