Rialto Wealth Management, LLC
Position in MUNY — Vanguard New York Tax-Exempt Bond ETF
CIK 2054966
SYRACUSE, NY
Position in MUNY
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$4,372,368
+$1,746,677 QoQ
Shares Held
42,042
+64.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
3.62%
of 13F equity value
Holder Rank
#2
of 20 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MUNY Over Time
Shares Held
Position Value (USD)
All Filings in MUNY
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,372,368 | 42,042 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $2,625,691 | 25,629 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $737,062 | 7,140 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $221,732 | 2,154 | Shares | Sole | 2025-11-07 | |
| No filing history on record for this holder in this stock. | ||||||