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Disclosery

WNY Asset Management, LLC: MUNI position timeline

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

WNY Asset Management, LLC held 66,680 MUNI shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 66,680 shares
    Change vs previous 13F -18,846 shares

    0.31% of the 13F portfolio, value $3,507,367.

    13F-HR 0002085853-26-001032 filed by WNY Asset 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 85,526 shares
    Change vs previous 13F +7,075 shares

    0.46% of the 13F portfolio, value $4,463,605.

    13F-HR 0002085853-26-000609 filed by WNY Asset 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 ended2025-09-30
    13F 78,451 shares
    Change vs previous 13F +42,448 shares

    0.4% of the 13F portfolio, value $4,101,411.

    13F-HR 0002085853-25-000279 filed by WNY Asset 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 ended2025-06-30
    13F 36,003 shares
    Change vs previous 13F +26,230 shares

    0.2% of the 13F portfolio, value $1,849,101.

    13F-HR 0001667731-25-001043 filed by WNY Asset 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 ended2025-03-31
    13F 9,773 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $503,810.

    13F-HR 0001667731-25-000592 filed by WNY Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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