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Disclosery

Rockport Wealth LLC: MUNI position timeline

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

Rockport Wealth LLC held 23,476 MUNI shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,476 shares
    Change vs previous 13F -312 shares

    0.21% of the 13F portfolio, value $1,234,837.

    13F-HR 0002085853-26-000878 filed by Rockport 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 23,788 shares
    Change vs previous 13F +260 shares

    0.23% of the 13F portfolio, value $1,241,496.

    13F-HR 0002085853-26-000565 filed by Rockport 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 23,528 shares
    Change vs previous 13F +2,328 shares

    0.24% of the 13F portfolio, value $1,233,102.

    13F-HR 0002085853-26-000209 filed by Rockport 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 21,200 shares
    Change vs previous 13F -346 shares

    0.23% of the 13F portfolio, value $1,108,336.

    13F-HR 0002085853-25-000204 filed by Rockport 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 21,546 shares
    Change vs previous 13F -4,298 shares

    0.26% of the 13F portfolio, value $1,106,603.

    13F-HR 0001667731-25-001115 filed by Rockport 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 25,844 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $1,332,258.

    13F-HR 0002022866-25-000002 filed by Rockport Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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