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Disclosery

TD Capital Management LLC: MUNI position timeline

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

TD Capital Management LLC held 169,014 MUNI shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 169,014 shares
    Change vs previous 13F +13,328 shares

    0.73% of the 13F portfolio, value $8,890,155.

    13F-HR 0001483824-26-000004 filed by TD Capital Management 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 155,686 shares
    Change vs previous 13F +16,958 shares

    0.73% of the 13F portfolio, value $8,125,239.

    13F-HR 0001483824-26-000003 filed by TD Capital 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 ended2025-12-31
    13F 138,728 shares
    Change vs previous 13F +1,947 shares

    0.65% of the 13F portfolio, value $7,270,758.

    13F-HR 0001483824-26-000002 filed by TD Capital 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 ended2025-09-30
    13F 136,781 shares
    Change vs previous 13F +5,738 shares

    0.64% of the 13F portfolio, value $7,150,913.

    13F-HR 0001483824-25-000007 filed by TD Capital 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 ended2025-06-30
    13F 131,043 shares
    Change vs previous 13F +3,761 shares

    0.64% of the 13F portfolio, value $6,730,361.

    13F-HR 0001483824-25-000004 filed by TD Capital Management 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 127,282 shares
    Change vs previous 13F +21,790 shares

    0.66% of the 13F portfolio, value $6,561,386.

    13F-HR 0001483824-25-000003 filed by TD Capital Management LLC
    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 105,492 shares
    Change vs previous 13F -28,517 shares

    0.55% of the 13F portfolio, value $5,457,102.

    13F-HR 0001483824-25-000002 filed by TD Capital Management LLC
    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 134,009 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $7,099,823.

    13F-HR 0001483824-24-000006 filed by TD Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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