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Waterloo Capital, L.P.: MUB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Waterloo Capital, L.P. on MUB, newest first. How the timeline and the estimate are built.

Waterloo Capital, L.P. held 133,204 MUB shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 133,204 shares
    Change vs previous 13F -4,734 shares

    0.81% of the 13F portfolio, value $14,335,404.

    13F-HR 0001104659-26-087951 filed by Waterloo Capital, L.P.
    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 137,938 shares
    Change vs previous 13F -447 shares

    1.03% of the 13F portfolio, value $14,642,130.

    13F-HR 0001104659-26-059213 filed by Waterloo Capital, L.P.
    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 138,385 shares
    Change vs previous 13F +2,844 shares

    1.07% of the 13F portfolio, value $14,822,398.

    13F-HR 0001104659-26-012470 filed by Waterloo Capital, L.P.
    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 135,541 shares
    Change vs previous 13F +14,614 shares

    1.07% of the 13F portfolio, value $14,433,801.

    13F-HR 0001104659-25-106781 filed by Waterloo Capital, L.P.
    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 120,927 shares
    Change vs previous 13F +27,321 shares

    1.02% of the 13F portfolio, value $12,634,411.

    13F-HR 0001104659-25-076764 filed by Waterloo Capital, L.P.
    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 93,606 shares
    Change vs previous 13F +26,337 shares

    0.92% of the 13F portfolio, value $9,869,769.

    13F-HR 0001104659-25-047228 filed by Waterloo Capital, L.P.
    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 67,269 shares
    Change vs previous 13F +25,616 shares

    0.76% of the 13F portfolio, value $7,167,461.

    13F-HR 0001104659-25-012588 filed by Waterloo Capital, L.P.
    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 41,653 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $4,524,795.

    13F-HR 0001104659-24-118460 filed by Waterloo Capital, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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