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Retirement Wealth Solutions LLC: MUB position timeline

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

Retirement Wealth Solutions LLC held 20,388 MUB shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 20,388 shares
    Change vs previous 13F +3,264 shares

    1.09% of the 13F portfolio, value $2,061,267.

    13F-HR 0002044741-26-000005 filed by Retirement Wealth Solutions LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 17,124 shares
    Change vs previous 13F +3,105 shares

    1.02% of the 13F portfolio, value $1,842,897.

    13F-HR 0002044741-26-000003 filed by Retirement Wealth Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 14,019 shares
    Change vs previous 13F -2,475 shares

    0.94% of the 13F portfolio, value $1,488,113.

    13F-HR 0002044741-26-000002 filed by Retirement Wealth Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 16,494 shares
    Change vs previous 13F -162 shares

    1.12% of the 13F portfolio, value $1,766,717.

    13F-HR 0002044741-26-000001 filed by Retirement Wealth Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 16,656 shares
    Change vs previous 13F -4,479 shares

    1.17% of the 13F portfolio, value $1,773,687.

    13F-HR 0002044741-25-000005 filed by Retirement Wealth Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 21,135 shares
    Change vs previous 13F +123 shares

    1.61% of the 13F portfolio, value $2,208,147.

    13F-HR 0002044741-25-000004 filed by Retirement Wealth Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 21,012 shares
    Change vs previous 13F +763 shares

    1.79% of the 13F portfolio, value $2,215,485.

    13F-HR 0002044741-25-000002 filed by Retirement Wealth Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 20,249 shares
    Change vs previous 13F not available

    1.81% of the 13F portfolio, value $2,139,256.

    13F-HR 0002044741-25-000001 filed by Retirement Wealth Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

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