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SATOVSKY ASSET MANAGEMENT LLC: MUNY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SATOVSKY ASSET MANAGEMENT LLC on MUNY, newest first. How the timeline and the estimate are built.

SATOVSKY ASSET MANAGEMENT LLC held 20,615 MUNY shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,615 shares
    Change vs previous 13F +3,663 shares

    0.34% of the 13F portfolio, value $2,143,924.

    13F-HR 0001214659-26-010046 filed by SATOVSKY ASSET 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 16,952 shares
    Change vs previous 13F +5,472 shares

    0.31% of the 13F portfolio, value $1,736,723.

    13F-HR 0001214659-26-006186 filed by SATOVSKY ASSET 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 11,480 shares
    Change vs previous 13F +7,463 shares

    0.23% of the 13F portfolio, value $1,185,108.

    13F-HR 0001214659-26-001692 filed by SATOVSKY ASSET 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 4,017 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $413,544.

    13F-HR 0001214659-25-016556 filed by SATOVSKY ASSET MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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