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Focus Partners Wealth: MUB position timeline

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

Focus Partners Wealth held 982,220 MUB shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 982,220 shares
    Change vs previous 13F -141,533 shares

    0.1% of the 13F portfolio, value $105,706,615.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 907,867 shares
    • Focus Partners Advisor Solutions, LLC: 74,353 shares

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

  2. period ended2026-03-31
    13F 1,123,753 shares
    Change vs previous 13F -84,509 shares

    0.12% of the 13F portfolio, value $119,298,690.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 1,053,799 shares
    • Focus Partners Advisor Solutions, LLC: 69,954 shares

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

  3. period ended2025-12-31
    13F 1,208,262 shares
    Change vs previous 13F +124,207 shares

    0.13% of the 13F portfolio, value $129,138,135.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 1,198,803 shares
    • Focus Partners Advisor Solutions, LLC: 9,459 shares

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

  4. period ended2025-09-30
    13F 1,084,055 shares
    Change vs previous 13F +134,368 shares

    0.16% of the 13F portfolio, value $115,506,490.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 1,039,712 shares
    • Focus Partners Advisor Solutions, LLC: 44,343 shares

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

  5. period ended2025-06-30
    13F 949,687 shares
    Change vs previous 13F +76,910 shares

    0.18% of the 13F portfolio, value $99,222,209.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 900,993 shares
    • Focus Partners Advisor Solutions, LLC: 48,694 shares

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

  6. period ended2025-03-31
    13F/A 872,777 shares
    Change vs previous 13F +90,423 shares

    0.2% of the 13F portfolio, value $92,025,564.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 796,946 shares
    • Focus Partners Advisor Solutions, LLC: 75,831 shares

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

  7. period ended2024-12-31
    13F/A 782,354 shares
    Change vs previous 13F +381,356 shares

    0.19% of the 13F portfolio, value $83,359,883.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 726,195 shares
    • Focus Partners Advisor Solutions, LLC: 56,159 shares

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

  8. period ended2024-09-30
    13F 400,998 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $43,560,445.

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 369,827 shares
    • Focus Partners Advisor Solutions, LLC: 31,171 shares

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