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Destiny Wealth Partners, LLC: MUNI position timeline

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

Destiny Wealth Partners, LLC held 10,527 MUNI shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,527 shares
    Change vs previous 13F -8,248 shares

    0.08% of the 13F portfolio, value $544,772.

    13F-HR 0001844369-26-000005 filed by Destiny Wealth Partners, 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 18,775 shares
    Change vs previous 13F +2,802 shares

    0.11% of the 13F portfolio, value $979,867.

    13F-HR 0001844369-26-000004 filed by Destiny Wealth Partners, 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 15,973 shares
    Change vs previous 13F +1,310 shares

    0.1% of the 13F portfolio, value $842,416.

    13F-HR 0001844369-26-000002 filed by Destiny Wealth Partners, 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 14,663 shares
    Change vs previous 13F +3,269 shares

    0.09% of the 13F portfolio, value $766,582.

    13F-HR 0001844369-25-000007 filed by Destiny Wealth Partners, 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 11,394 shares
    Change vs previous 13F -430 shares

    0.08% of the 13F portfolio, value $585,196.

    13F-HR 0001844369-25-000005 filed by Destiny Wealth Partners, 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 11,824 shares
    Change vs previous 13F -23 shares

    0.1% of the 13F portfolio, value $609,527.

    13F-HR 0001844369-25-000004 filed by Destiny Wealth Partners, 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 11,847 shares
    Change vs previous 13F +145 shares

    0.1% of the 13F portfolio, value $612,845.

    13F-HR 0001844369-25-000001 filed by Destiny Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 11,702 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $619,972.

    13F-HR 0001844369-24-000006 filed by Destiny Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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