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Disclosery

One Capital Management, LLC: MUB position timeline

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

One Capital Management, LLC held 1,606,330 MUB shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,606,330 shares
    Change vs previous 13F 0 shares

    4.74% of the 13F portfolio, value $170,512,010.

    13F-HR 0001606588-26-000004 filed by One Capital 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 1,606,330 shares
    Change vs previous 13F +106,502 shares

    4.67% of the 13F portfolio, value $170,512,010.

    13F-HR 0001606588-26-000003 filed by One Capital 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 1,499,828 shares
    Change vs previous 13F +126,480 shares

    4.85% of the 13F portfolio, value $160,646,655.

    13F-HR 0001606588-26-000002 filed by One Capital 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 1,373,348 shares
    Change vs previous 13F +208,287 shares

    4.67% of the 13F portfolio, value $146,247,861.

    13F-HR 0001606588-25-000009 filed by One Capital 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 1,165,061 shares
    Change vs previous 13F -109,441 shares

    4.21% of the 13F portfolio, value $121,725,599.

    13F-HR 0001606588-25-000005 filed by One Capital 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 1,274,502 shares
    Change vs previous 13F +77,977 shares

    4.54% of the 13F portfolio, value $134,383,550.

    13F-HR 0001606588-25-000004 filed by One Capital 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 1,196,525 shares
    Change vs previous 13F -42,591 shares

    4.22% of the 13F portfolio, value $127,489,738.

    13F-HR 0001606588-25-000001 filed by One Capital 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 ended2024-09-30
    13F 1,239,116 shares
    Change vs previous 13F not available

    4.29% of the 13F portfolio, value $134,605,170.

    13F-HR 0001606588-24-000008 filed by One Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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