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Oakwell Private Wealth Management, LLC: MUB position timeline

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

Oakwell Private Wealth Management, LLC held 0 MUB shares at 2025-03-31 per its 13F-HR filed 2025-05-06.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -71,164 shares

    13F-HR 0001941040-25-000260 filed by Oakwell Private Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2024-12-31
    13F 71,164 shares
    Change vs previous 13F -917 shares

    2.13% of the 13F portfolio, value $7,582,474.

    13F-HR 0001941040-25-000064 filed by Oakwell Private 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 ended2024-09-30
    13F 72,081 shares
    Change vs previous 13F not available

    2.25% of the 13F portfolio, value $7,830,187.

    13F-HR 0001941040-24-000462 filed by Oakwell Private Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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