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Taylor & Morgan Wealth Management, LLC: MUNI position timeline

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

Taylor & Morgan Wealth Management, LLC held 56,332 MUNI shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 56,332 shares
    Change vs previous 13F 0 shares

    1.35% of the 13F portfolio, value $2,799,137.

    13F-HR 0002085853-26-001128 filed by Taylor & Morgan Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 56,332 shares
    Change vs previous 13F 0 shares

    1.46% of the 13F portfolio, value $2,963,063.

    13F-HR 0002085853-26-000685 filed by Taylor & Morgan Wealth 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 ended2026-03-31
    13F 56,332 shares
    Change vs previous 13F 0 shares

    1.68% of the 13F portfolio, value $2,939,967.

    13F-HR 0002085853-26-000319 filed by Taylor & Morgan Wealth 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 ended2025-12-31
    13F 56,332 shares
    Change vs previous 13F +50,593 shares

    1.65% of the 13F portfolio, value $2,952,360.

    13F-HR 0002085853-26-000042 filed by Taylor & Morgan Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 5,739 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $300,035.

    13F-HR 0002085853-25-000093 filed by Taylor & Morgan Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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