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Kuhn & Co Investment Counsel MMD Position History

NYLI MacKay DefinedTerm Muni Opportunities Fund

Quarters held
4
Latest value
$1.7M
Q3 2026
Peak value
$1.7M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$1.6M
Q1 2026$1.6M
Q2 2026$1.7M
Q3 2026$1.7M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$1.7M73.5K——
Q2 2026$1.7M70.1K——
Q1 2026$1.6M65.8K——
Q4 2025$1.6M66.8K——

Other funds holding MMD

Other Kuhn & Co Investment Counsel positions

SCHW-PJ

SCHWAB STRATEGIC TR

$7.8M
VGES

VANGUARD INDEX FDS

$7.8M
VGES

VANGUARD INDEX FDS

$7.6M
SCHW-PJ

SCHWAB STRATEGIC TR

$7.3M
VGES

VANGUARD INDEX FDS

$6.9M
SCHW-PJ

SCHWAB STRATEGIC TR

$6.8M
WFC-PZ

WELLS FARGO & CO

$6.8M
AAPL

APPLE INC

$6.8M
Kuhn & Co Investment Counsel MMD Holdings: 13F Position History | Track13F