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Disclosery

Waldron Private Wealth LLC: MUB position timeline

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

Waldron Private Wealth LLC held 212,725 MUB shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 212,725 shares
    Change vs previous 13F -1,528 shares

    0.79% of the 13F portfolio, value $22,893,433.

    13F-HR 0001598180-26-000005 filed by Waldron Private Wealth 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 214,253 shares
    Change vs previous 13F -3,452 shares

    0.89% of the 13F portfolio, value $22,742,974.

    13F-HR 0001598180-26-000004 filed by Waldron Private Wealth 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 217,705 shares
    Change vs previous 13F -6,959 shares

    0.92% of the 13F portfolio, value $23,318,362.

    13F-HR 0001598180-26-000001 filed by Waldron Private Wealth 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 224,664 shares
    Change vs previous 13F +1,088 shares

    0.97% of the 13F portfolio, value $23,924,438.

    13F-HR 0001598180-25-000005 filed by Waldron Private Wealth 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 223,576 shares
    Change vs previous 13F -58,590 shares

    1.02% of the 13F portfolio, value $23,359,164.

    13F-HR 0001085146-25-004382 filed by Waldron Private Wealth 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 282,166 shares
    Change vs previous 13F -72,898 shares

    1.4% of the 13F portfolio, value $29,751,627.

    13F-HR 0001085146-25-002780 filed by Waldron Private Wealth 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 355,064 shares
    Change vs previous 13F +11,602 shares

    1.52% of the 13F portfolio, value $37,831,939.

    13F-HR 0001085146-25-000463 filed by Waldron Private Wealth 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 343,462 shares
    Change vs previous 13F not available

    1.55% of the 13F portfolio, value $37,310,237.

    13F-HR 0001085146-24-005026 filed by Waldron Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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