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HOWARD WEALTH MANAGEMENT, LLC: MUNI position timeline

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

HOWARD WEALTH MANAGEMENT, LLC held 12,518 MUNI shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,518 shares
    Change vs previous 13F +664 shares

    0.24% of the 13F portfolio, value $658,497.

    13F-HR 0001172661-26-002706 filed by HOWARD 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 11,854 shares
    Change vs previous 13F +1,449 shares

    0.26% of the 13F portfolio, value $618,697.

    13F-HR 0001172661-26-001654 filed by HOWARD 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 10,405 shares
    Change vs previous 13F +1,443 shares

    0.24% of the 13F portfolio, value $545,364.

    13F-HR 0001172661-26-000394 filed by HOWARD 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 8,962 shares
    Change vs previous 13F +744 shares

    0.22% of the 13F portfolio, value $468,570.

    13F-HR 0001172661-25-004531 filed by HOWARD 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 8,218 shares
    Change vs previous 13F +112 shares

    0.21% of the 13F portfolio, value $422,092.

    13F-HR 0001172661-25-003008 filed by HOWARD 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 8,106 shares
    Change vs previous 13F +797 shares

    0.23% of the 13F portfolio, value $417,905.

    13F-HR 0001172661-25-001746 filed by HOWARD 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 7,309 shares
    Change vs previous 13F +691 shares

    0.2% of the 13F portfolio, value $378,102.

    13F-HR 0001172661-25-000423 filed by HOWARD 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 6,618 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $350,597.

    13F-HR 0001172661-24-004522 filed by HOWARD WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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