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Smart Money Group LLC: MUB position timeline

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

Smart Money Group LLC held 25,058 MUB shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,058 shares
    Change vs previous 13F -4,013 shares

    0.69% of the 13F portfolio, value $2,696,755.

    13F-HR 0001728866-26-000005 filed by Smart Money Group 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 29,071 shares
    Change vs previous 13F -1,784 shares

    0.9% of the 13F portfolio, value $3,085,835.

    13F-HR 0001728866-26-000004 filed by Smart Money Group 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 30,855 shares
    Change vs previous 13F +3,965 shares

    0.96% of the 13F portfolio, value $3,304,905.

    13F-HR 0001728866-26-000001 filed by Smart Money Group 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 26,890 shares
    Change vs previous 13F +975 shares

    0.85% of the 13F portfolio, value $2,863,507.

    13F-HR 0001728866-25-000004 filed by Smart Money Group 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 25,915 shares
    Change vs previous 13F +23,336 shares

    0.85% of the 13F portfolio, value $2,707,599.

    13F-HR 0001765380-25-000302 filed by Smart Money Group 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/A 2,579 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $271,930.

    13F-HR/A 0001765380-25-000217 filed by Smart Money Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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