Skip to content
Disclosery

PRESILIUM PRIVATE WEALTH, LLC: MUB position timeline

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

PRESILIUM PRIVATE WEALTH, LLC held 61,109 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 61,109 shares
    Change vs previous 13F +2,700 shares

    1.01% of the 13F portfolio, value $6,576,552.

    13F-HR 0001939831-26-000003 filed by PRESILIUM PRIVATE WEALTH, 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 58,409 shares
    Change vs previous 13F +3,004 shares

    1.09% of the 13F portfolio, value $6,200,129.

    13F-HR 0001939831-26-000002 filed by PRESILIUM PRIVATE WEALTH, 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 55,405 shares
    Change vs previous 13F +3,017 shares

    1.08% of the 13F portfolio, value $5,934,430.

    13F-HR 0001939831-26-000001 filed by PRESILIUM PRIVATE WEALTH, 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 52,388 shares
    Change vs previous 13F +2,887 shares

    1.06% of the 13F portfolio, value $5,578,798.

    13F-HR 0001939831-25-000005 filed by PRESILIUM PRIVATE WEALTH, 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 49,501 shares
    Change vs previous 13F +1,465 shares

    1.06% of the 13F portfolio, value $5,171,864.

    13F-HR 0001939831-25-000003 filed by PRESILIUM PRIVATE WEALTH, 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 48,036 shares
    Change vs previous 13F +2,979 shares

    1.13% of the 13F portfolio, value $5,064,916.

    13F-HR 0001939831-25-000002 filed by PRESILIUM PRIVATE WEALTH, 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 45,057 shares
    Change vs previous 13F -862 shares

    1.1% of the 13F portfolio, value $4,800,823.

    13F-HR 0001939831-25-000001 filed by PRESILIUM PRIVATE WEALTH, 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 45,919 shares
    Change vs previous 13F not available

    1.15% of the 13F portfolio, value $4,988,181.

    13F-HR 0001939831-24-000004 filed by PRESILIUM PRIVATE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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