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McNaughton Wealth Management, LLC: SUB position timeline

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

McNaughton Wealth Management, LLC held 20,061 SUB 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 20,061 shares
    Change vs previous 13F +6,460 shares

    0.73% of the 13F portfolio, value $2,097,187.

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

  2. period ended2026-06-30
    13F 13,601 shares
    Change vs previous 13F +290 shares

    0.51% of the 13F portfolio, value $1,448,098.

    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 13,311 shares
    Change vs previous 13F -65 shares

    0.59% of the 13F portfolio, value $1,417,622.

    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 13,376 shares
    Change vs previous 13F -2,209 shares

    0.59% of the 13F portfolio, value $1,427,219.

    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 15,585 shares
    Change vs previous 13F +404 shares

    0.7% of the 13F portfolio, value $1,664,166.

    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 15,181 shares
    Change vs previous 13F +1,701 shares

    0.72% of the 13F portfolio, value $1,614,348.

    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 13,480 shares
    Change vs previous 13F +97 shares

    0.69% of the 13F portfolio, value $1,423,488.

    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 13,383 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $1,411,639.

    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).