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Disclosery

Level Wealth Management LLC: MUB position timeline

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

Level Wealth Management LLC held 56,977 MUB shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 56,977 shares
    Change vs previous 13F +2,037 shares

    2.46% of the 13F portfolio, value $6,131,865.

    13F-HR 0002036775-26-000003 filed by Level 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 54,940 shares
    Change vs previous 13F +1,855 shares

    2.73% of the 13F portfolio, value $5,831,881.

    13F-HR 0002036775-26-000002 filed by Level 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 53,085 shares
    Change vs previous 13F -912 shares

    2.91% of the 13F portfolio, value $5,685,934.

    13F-HR 0002036775-26-000001 filed by Level 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 53,997 shares
    Change vs previous 13F +9,600 shares

    3.03% of the 13F portfolio, value $5,750,141.

    13F-HR 0002036775-25-000005 filed by Level 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 44,397 shares
    Change vs previous 13F +33,382 shares

    2.7% of the 13F portfolio, value $4,638,599.

    13F-HR 0002001434-25-000007 filed by Level 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 11,015 shares
    Change vs previous 13F +5,118 shares

    0.76% of the 13F portfolio, value $1,161,422.

    13F-HR 0002036775-25-000003 filed by Level 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/A 5,897 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $628,325.

    13F-HR/A 0002001434-25-000003 filed by Level Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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