Skip to content
Disclosery

TCV Trust & Wealth Management, Inc.: MUB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TCV Trust & Wealth Management, Inc. on MUB, newest first. How the timeline and the estimate are built.

TCV Trust & Wealth Management, Inc. held 16,458 MUB shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,458 shares
    Change vs previous 13F +12 shares

    0.13% of the 13F portfolio, value $1,771,209.

    13F-HR 0001140361-26-029583 filed by TCV Trust & Wealth Management, Inc.
    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 16,446 shares
    Change vs previous 13F +4,908 shares

    0.15% of the 13F portfolio, value $1,745,742.

    13F-HR 0001140361-26-015860 filed by TCV Trust & Wealth Management, Inc.
    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 11,538 shares
    Change vs previous 13F -100 shares

    0.1% of the 13F portfolio, value $1,235,834.

    13F-HR 0001140361-26-002130 filed by TCV Trust & Wealth Management, Inc.
    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 11,638 shares
    Change vs previous 13F -281 shares

    0.1% of the 13F portfolio, value $1,239,329.

    13F-HR 0001140361-25-039035 filed by TCV Trust & Wealth Management, Inc.
    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 11,919 shares
    Change vs previous 13F +1,372 shares

    0.11% of the 13F portfolio, value $1,245,296.

    13F-HR 0001140361-25-025564 filed by TCV Trust & Wealth Management, Inc.
    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 10,547 shares
    Change vs previous 13F +320 shares

    0.1% of the 13F portfolio, value $1,112,075.

    13F-HR 0001140361-25-015354 filed by TCV Trust & Wealth Management, Inc.
    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 10,227 shares
    Change vs previous 13F +1,115 shares

    0.1% of the 13F portfolio, value $1,089,686.

    13F-HR 0001140361-25-002309 filed by TCV Trust & Wealth Management, Inc.
    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 9,112 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $989,835.

    13F-HR 0001140361-24-044082 filed by TCV Trust & Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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