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Thrive Wealth Management, LLC: MUB position timeline

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

Thrive Wealth Management, LLC held 47,970 MUB shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 47,970 shares
    Change vs previous 13F +9,226 shares

    0.66% of the 13F portfolio, value $5,162,496.

    13F-HR 0001847610-26-000005 filed by Thrive Wealth 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 38,744 shares
    Change vs previous 13F +4,730 shares

    0.61% of the 13F portfolio, value $4,112,709.

    13F-HR 0001847610-26-000003 filed by Thrive 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 ended2025-12-31
    13F 34,014 shares
    Change vs previous 13F +118 shares

    0.54% of the 13F portfolio, value $3,643,272.

    13F-HR 0001847610-26-000001 filed by Thrive 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 ended2025-09-30
    13F 33,896 shares
    Change vs previous 13F -69,775 shares

    0.54% of the 13F portfolio, value $3,609,617.

    13F-HR 0001085146-25-005816 filed by Thrive 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 ended2025-06-30
    13F 103,671 shares
    Change vs previous 13F +73,197 shares

    1.75% of the 13F portfolio, value $10,831,509.

    13F-HR 0001085146-25-003624 filed by Thrive Wealth 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 30,474 shares
    Change vs previous 13F +419 shares

    0.61% of the 13F portfolio, value $3,213,145.

    13F-HR 0001085146-25-002014 filed by Thrive Wealth 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 30,055 shares
    Change vs previous 13F +1,050 shares

    0.58% of the 13F portfolio, value $3,202,374.

    13F-HR 0001085146-25-000262 filed by Thrive Wealth 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 29,005 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $3,150,859.

    13F-HR 0001085146-24-004646 filed by Thrive Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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