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McNaughton Wealth Management, LLC: MUB position timeline

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

McNaughton Wealth Management, LLC held 34,322 MUB shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 34,322 shares
    Change vs previous 13F +4,901 shares

    1.21% of the 13F portfolio, value $3,469,954.

    13F-HR 0001085146-26-000835 filed by McNaughton Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 29,421 shares
    Change vs previous 13F +1,437 shares

    1.12% of the 13F portfolio, value $3,166,288.

    13F-HR 0001802691-26-000004 filed by McNaughton 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 ended2026-03-31
    13F 27,984 shares
    Change vs previous 13F -1,290 shares

    1.23% of the 13F portfolio, value $2,970,502.

    13F-HR 0001802691-26-000002 filed by McNaughton 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 ended2025-12-31
    13F 29,274 shares
    Change vs previous 13F -305 shares

    1.29% of the 13F portfolio, value $3,135,538.

    13F-HR 0001802691-26-000001 filed by McNaughton 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 ended2025-09-30
    13F 29,579 shares
    Change vs previous 13F +1,509 shares

    1.33% of the 13F portfolio, value $3,149,868.

    13F-HR 0001085146-25-005827 filed by McNaughton 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 ended2025-06-30
    13F 28,070 shares
    Change vs previous 13F +7,283 shares

    1.31% of the 13F portfolio, value $2,932,754.

    13F-HR 0001085146-25-004023 filed by McNaughton 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 ended2025-03-31
    13F 20,787 shares
    Change vs previous 13F -3,064 shares

    1.06% of the 13F portfolio, value $2,191,781.

    13F-HR 0001085146-25-001950 filed by McNaughton 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 ended2024-12-31
    13F 23,851 shares
    Change vs previous 13F not available

    1.22% of the 13F portfolio, value $2,541,324.

    13F-HR 0001085146-25-000158 filed by McNaughton Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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