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Disclosery

VIAWEALTH, LLC: MUNI position timeline

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

VIAWEALTH, LLC held 49,835 MUNI shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 49,835 shares
    Change vs previous 13F -1,396 shares

    1.32% of the 13F portfolio, value $2,621,298.

    13F-HR 0001965401-26-000007 filed by VIAWEALTH, 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 51,231 shares
    Change vs previous 13F +625 shares

    1.49% of the 13F portfolio, value $2,673,751.

    13F-HR 0001965401-26-000004 filed by VIAWEALTH, 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 50,606 shares
    Change vs previous 13F +519 shares

    1.49% of the 13F portfolio, value $2,652,251.

    13F-HR 0001965401-26-000002 filed by VIAWEALTH, 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 50,087 shares
    Change vs previous 13F +3,591 shares

    1.43% of the 13F portfolio, value $2,618,559.

    13F-HR 0001965401-25-000005 filed by VIAWEALTH, 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 46,496 shares
    Change vs previous 13F +3,427 shares

    1.41% of the 13F portfolio, value $2,388,021.

    13F-HR 0001085146-25-004916 filed by VIAWEALTH, 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 43,069 shares
    Change vs previous 13F +240 shares

    1.37% of the 13F portfolio, value $2,220,204.

    13F-HR 0001085146-25-002728 filed by VIAWEALTH, 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 42,829 shares
    Change vs previous 13F +7,397 shares

    1.34% of the 13F portfolio, value $2,215,542.

    13F-HR 0001085146-25-000980 filed by VIAWEALTH, 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 35,432 shares
    Change vs previous 13F not available

    1.09% of the 13F portfolio, value $1,877,179.

    13F-HR 0001085146-24-005569 filed by VIAWEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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