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Disclosery

TSA Wealth Managment LLC: MUB position timeline

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

TSA Wealth Managment LLC held 10,471 MUB shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,471 shares
    Change vs previous 13F -7,704 shares

    0.32% of the 13F portfolio, value $1,126,889.

    13F-HR 0001963669-26-000003 filed by TSA Wealth Managment 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 18,175 shares
    Change vs previous 13F +9,471 shares

    0.62% of the 13F portfolio, value $1,929,276.

    13F-HR 0001963669-26-000002 filed by TSA Wealth Managment 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 8,704 shares
    Change vs previous 13F +1,618 shares

    0.31% of the 13F portfolio, value $932,285.

    13F-HR 0001963669-26-000001 filed by TSA Wealth Managment 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 7,086 shares
    Change vs previous 13F +1,451 shares

    0.26% of the 13F portfolio, value $754,588.

    13F-HR 0001963669-25-000006 filed by TSA Wealth Managment 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 5,635 shares
    Change vs previous 13F -2,232 shares

    0.22% of the 13F portfolio, value $588,745.

    13F-HR 0001963669-25-000003 filed by TSA Wealth Managment 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 7,867 shares
    Change vs previous 13F -8,078 shares

    0.33% of the 13F portfolio, value $829,496.

    13F-HR 0001963669-25-000002 filed by TSA Wealth Managment 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 15,945 shares
    Change vs previous 13F +257 shares

    0.69% of the 13F portfolio, value $1,698,940.

    13F-HR 0001963669-25-000001 filed by TSA Wealth Managment 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 15,688 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $1,704,187.

    13F-HR 0001963669-24-000006 filed by TSA Wealth Managment LLC
    Filed (acceptance time not in the bulk data set), ingested

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