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OLYMPUS WEALTH MANAGEMENT, LLC: MUNI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of OLYMPUS WEALTH MANAGEMENT, LLC on MUNI, newest first. How the timeline and the estimate are built.

OLYMPUS WEALTH MANAGEMENT, LLC held 109,046 MUNI shares at 2025-06-30 per its 13F-HR filed 2025-07-17.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 109,046 shares
    Change vs previous 13F +3,122 shares

    1.88% of the 13F portfolio, value $5,600,593.

    13F-HR 0001995674-25-000004 filed by OLYMPUS 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 ended2025-03-31
    13F 105,924 shares
    Change vs previous 13F +91,742 shares

    2.4% of the 13F portfolio, value $5,460,405.

    13F-HR 0001995674-25-000003 filed by OLYMPUS 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 ended2024-12-31
    13F 14,182 shares
    Change vs previous 13F +9,297 shares

    0.27% of the 13F portfolio, value $733,613.

    13F-HR 0001995674-25-000001 filed by OLYMPUS 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 ended2024-09-30
    13F 4,885 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $258,814.

    13F-HR 0001995674-24-000009 filed by OLYMPUS WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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