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Schneider Downs Wealth Management Advisors, LP: MUB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Schneider Downs Wealth Management Advisors, LP on MUB, newest first. How the timeline and the estimate are built.

Schneider Downs Wealth Management Advisors, LP held 382,510 MUB shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 382,510 shares
    Change vs previous 13F +22,035 shares

    3.87% of the 13F portfolio, value $41,165,767.

    13F-HR 0001172661-26-003083 filed by Schneider Downs Wealth Management Advisors, LP
    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 360,475 shares
    Change vs previous 13F +19,738 shares

    4.22% of the 13F portfolio, value $38,264,451.

    13F-HR 0001172661-26-001986 filed by Schneider Downs Wealth Management Advisors, LP
    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 340,737 shares
    Change vs previous 13F +27,195 shares

    4.11% of the 13F portfolio, value $36,496,350.

    13F-HR 0001172661-26-000685 filed by Schneider Downs Wealth Management Advisors, LP
    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 313,542 shares
    Change vs previous 13F +29,299 shares

    3.96% of the 13F portfolio, value $33,389,089.

    13F-HR 0001172661-25-005200 filed by Schneider Downs Wealth Management Advisors, LP
    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 284,243 shares
    Change vs previous 13F -12,335 shares

    4.44% of the 13F portfolio, value $29,697,698.

    13F-HR 0001172661-25-002836 filed by Schneider Downs Wealth Management Advisors, LP
    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 296,578 shares
    Change vs previous 13F +28,839 shares

    5.66% of the 13F portfolio, value $31,271,147.

    13F-HR 0001172661-25-001763 filed by Schneider Downs Wealth Management Advisors, LP
    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 267,739 shares
    Change vs previous 13F +15,654 shares

    5.37% of the 13F portfolio, value $28,527,600.

    13F-HR 0001172661-25-000497 filed by Schneider Downs Wealth Management Advisors, LP
    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 252,085 shares
    Change vs previous 13F not available

    5.61% of the 13F portfolio, value $27,383,941.

    13F-HR 0001172661-24-004487 filed by Schneider Downs Wealth Management Advisors, LP
    Filed (acceptance time not in the bulk data set), ingested

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