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Quotient Wealth Partners, LLC: MUB position timeline

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

Quotient Wealth Partners, LLC held 301,535 MUB shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 301,535 shares
    Change vs previous 13F +2,841 shares

    0.77% of the 13F portfolio, value $32,451,152.

    13F-HR 0002004904-26-000004 filed by Quotient Wealth Partners, 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 298,694 shares
    Change vs previous 13F +13,666 shares

    0.83% of the 13F portfolio, value $31,706,393.

    13F-HR 0002004904-26-000003 filed by Quotient Wealth Partners, 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 285,028 shares
    Change vs previous 13F +35,490 shares

    0.81% of the 13F portfolio, value $30,529,341.

    13F-HR 0002004904-26-000001 filed by Quotient Wealth Partners, 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 249,538 shares
    Change vs previous 13F +29,890 shares

    0.73% of the 13F portfolio, value $26,573,282.

    13F-HR 0002004904-25-000008 filed by Quotient Wealth Partners, 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 219,648 shares
    Change vs previous 13F +27,901 shares

    0.68% of the 13F portfolio, value $22,948,862.

    13F-HR 0002004904-25-000005 filed by Quotient Wealth Partners, 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 191,747 shares
    Change vs previous 13F -8,569 shares

    0.65% of the 13F portfolio, value $20,217,805.

    13F-HR 0002004904-25-000004 filed by Quotient Wealth Partners, 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 200,316 shares
    Change vs previous 13F -2,523 shares

    0.7% of the 13F portfolio, value $21,343,660.

    13F-HR 0002004904-25-000002 filed by Quotient Wealth Partners, 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 202,839 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $22,034,390.

    13F-HR 0002004904-24-000003 filed by Quotient Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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