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Joseph Group Capital Management: MUB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Joseph Group Capital Management on MUB, newest first. How the timeline and the estimate are built.

Joseph Group Capital Management held 26,901 MUB shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,901 shares
    Change vs previous 13F +182 shares

    0.61% of the 13F portfolio, value $2,895,086.

    13F-HR 0001910383-26-000003 filed by Joseph Group Capital Management
    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 26,719 shares
    Change vs previous 13F -2,937 shares

    0.71% of the 13F portfolio, value $2,836,222.

    13F-HR 0001910383-26-000002 filed by Joseph Group Capital Management
    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 29,656 shares
    Change vs previous 13F -1,476 shares

    0.83% of the 13F portfolio, value $3,176,454.

    13F-HR 0001910383-26-000001 filed by Joseph Group Capital Management
    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 31,132 shares
    Change vs previous 13F +119 shares

    0.94% of the 13F portfolio, value $3,315,247.

    13F-HR 0001910383-25-000009 filed by Joseph Group Capital Management
    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/A 31,013 shares
    Change vs previous 13F -2,168 shares

    1.09% of the 13F portfolio, value $3,240,238.

    13F-HR/A 0001910383-25-000006 filed by Joseph Group Capital Management
    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 33,181 shares
    Change vs previous 13F -4,345 shares

    1.34% of the 13F portfolio, value $3,498,605.

    13F-HR 0001910383-25-000002 filed by Joseph Group Capital Management
    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 37,526 shares
    Change vs previous 13F -1,664 shares

    1.58% of the 13F portfolio, value $3,998,395.

    13F-HR 0001910383-25-000001 filed by Joseph Group Capital Management
    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 39,190 shares
    Change vs previous 13F not available

    1.63% of the 13F portfolio, value $4,257,210.

    13F-HR 0001910383-24-000005 filed by Joseph Group Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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