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Avant Financial Advisors LLC: MUNI position timeline

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

Avant Financial Advisors LLC held 133,893 MUNI shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 133,893 shares
    Change vs previous 13F +5,928 shares

    4.39% of the 13F portfolio, value $7,042,772.

    13F-HR 0001951757-26-000953 filed by Avant Financial Advisors 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 127,965 shares
    Change vs previous 13F +6,235 shares

    4.7% of the 13F portfolio, value $6,678,494.

    13F-HR 0001951757-26-000711 filed by Avant Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 121,730 shares
    Change vs previous 13F +18,466 shares

    4.59% of the 13F portfolio, value $6,379,870.

    13F-HR 0001951757-26-000158 filed by Avant Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 103,264 shares
    Change vs previous 13F +62,833 shares

    4.07% of the 13F portfolio, value $5,398,642.

    13F-HR 0001951757-25-001262 filed by Avant Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 40,431 shares
    Change vs previous 13F -14,012 shares

    1.71% of the 13F portfolio, value $2,076,537.

    13F-HR 0001951757-25-001021 filed by Avant Financial Advisors LLC
    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 54,443 shares
    Change vs previous 13F -5,090 shares

    2.55% of the 13F portfolio, value $2,806,537.

    13F-HR 0001951757-25-000542 filed by Avant Financial Advisors LLC
    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 59,533 shares
    Change vs previous 13F not available

    2.83% of the 13F portfolio, value $3,079,643.

    13F-HR 0001951757-25-000286 filed by Avant Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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