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Jessup Wealth Management, Inc: MU position timeline

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

Jessup Wealth Management, Inc held 11,687 MU shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,687 shares
    Change vs previous 13F -4,652 shares

    4.02% of the 13F portfolio, value $13,489,634.

    13F-HR 0001963536-26-000005 filed by Jessup Wealth 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 16,339 shares
    Change vs previous 13F -1,197 shares

    2.02% of the 13F portfolio, value $5,520,041.

    13F-HR 0001963536-26-000003 filed by Jessup Wealth 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 17,536 shares
    Change vs previous 13F -3,488 shares

    1.65% of the 13F portfolio, value $5,005,062.

    13F-HR 0001963536-26-000001 filed by Jessup Wealth 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 21,024 shares
    Change vs previous 13F +2,347 shares

    1.31% of the 13F portfolio, value $3,517,795.

    13F-HR 0001963536-25-000002 filed by Jessup Wealth 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 18,677 shares
    Change vs previous 13F -381 shares

    0.92% of the 13F portfolio, value $2,301,932.

    13F-HR 0001085146-25-004502 filed by Jessup Wealth 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 19,058 shares
    Change vs previous 13F -892 shares

    0.7% of the 13F portfolio, value $1,655,907.

    13F-HR 0001085146-25-002478 filed by Jessup Wealth 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 19,950 shares
    Change vs previous 13F -40,945 shares

    0.72% of the 13F portfolio, value $1,679,025.

    13F-HR 0001085146-25-000673 filed by Jessup Wealth 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 60,895 shares
    Change vs previous 13F not available

    2.9% of the 13F portfolio, value $6,315,381.

    13F-HR 0001085146-24-004740 filed by Jessup Wealth Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

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