StoneCrest Wealth Management, Inc.: MUNI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of StoneCrest Wealth Management, Inc. on MUNI, newest first. How the timeline and the estimate are built.
StoneCrest Wealth Management, Inc. held 0 MUNI shares at 2025-09-30 per its 13F-HR filed 2025-10-23.
the latest 13F is the newest step
- period ended2025-09-3013F 0 sharesChange vs previous 13F -10,120 shares
13F-HR 0001951757-25-001189 filed by StoneCrest Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-06-3013F 10,120 sharesChange vs previous 13F 0 shares
0.25% of the 13F portfolio, value $519,763.
13F-HR 0001951757-25-000846 filed by StoneCrest Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 10,120 sharesChange vs previous 13F 0 shares
0.33% of the 13F portfolio, value $521,686.
13F-HR 0001951757-25-000307 filed by StoneCrest Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 10,120 sharesChange vs previous 13F -19,228 shares
0.34% of the 13F portfolio, value $523,508.
13F-HR 0001951757-25-000029 filed by StoneCrest Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 29,348 sharesChange vs previous 13F not available
1.13% of the 13F portfolio, value $1,554,857.
13F-HR 0001951757-24-000998 filed by StoneCrest Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).