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Pines Wealth Management, LLC: MUB position timeline

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

Pines Wealth Management, LLC held 76,275 MUB shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 76,275 shares
    Change vs previous 13F +3,307 shares

    2.36% of the 13F portfolio, value $8,208,718.

    13F-HR 0001951757-26-001023 filed by Pines 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 ended2026-03-31
    13F 72,968 shares
    Change vs previous 13F -3,457 shares

    2.51% of the 13F portfolio, value $7,745,598.

    13F-HR 0001951757-26-000527 filed by Pines 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 ended2025-12-31
    13F 76,425 shares
    Change vs previous 13F +1,481 shares

    2.65% of the 13F portfolio, value $8,185,927.

    13F-HR 0001951757-26-000342 filed by Pines 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 ended2025-09-30
    13F 74,944 shares
    Change vs previous 13F +2,793 shares

    2.69% of the 13F portfolio, value $7,980,832.

    13F-HR 0001951757-25-001248 filed by Pines 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 ended2025-06-30
    13F 72,151 shares
    Change vs previous 13F +2,207 shares

    2.66% of the 13F portfolio, value $7,523,207.

    13F-HR 0001951757-25-000603 filed by Pines 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 ended2025-03-31
    13F 69,944 shares
    Change vs previous 13F +6,630 shares

    3.31% of the 13F portfolio, value $7,160,168.

    13F-HR 0001951757-25-000336 filed by Pines 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 ended2024-12-31
    13F 63,314 shares
    Change vs previous 13F not available

    2.91% of the 13F portfolio, value $6,689,166.

    13F-HR 0001951757-25-000022 filed by Pines Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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