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Disclosery

Equita Financial Network, Inc.: MUNI position timeline

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

Equita Financial Network, Inc. held 156,738 MUNI shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 156,738 shares
    Change vs previous 13F +9,893 shares

    2.29% of the 13F portfolio, value $8,244,437.

    13F-HR 0002063364-26-000228 filed by Equita Financial Network, Inc.
    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 146,845 shares
    Change vs previous 13F +3,250 shares

    2.41% of the 13F portfolio, value $7,663,860.

    13F-HR 0002063364-26-000116 filed by Equita Financial Network, Inc.
    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 143,595 shares
    Change vs previous 13F +15,411 shares

    2.27% of the 13F portfolio, value $7,525,813.

    13F-HR 0002063364-26-000037 filed by Equita Financial Network, Inc.
    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 128,184 shares
    Change vs previous 13F +1,635 shares

    2.27% of the 13F portfolio, value $6,701,463.

    13F-HR 0002063364-25-000260 filed by Equita Financial Network, Inc.
    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 126,549 shares
    Change vs previous 13F -33,282 shares

    2.59% of the 13F portfolio, value $6,499,581.

    13F-HR 0002063364-25-000177 filed by Equita Financial Network, Inc.
    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 159,831 shares
    Change vs previous 13F -2,997 shares

    2.88% of the 13F portfolio, value $8,239,288.

    13F-HR 0002063364-25-000043 filed by Equita Financial Network, Inc.
    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 162,828 shares
    Change vs previous 13F +9,225 shares

    3.04% of the 13F portfolio, value $8,423,092.

    13F-HR 0001994461-25-000003 filed by Equita Financial Network, Inc.
    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 153,603 shares
    Change vs previous 13F not available

    2.97% of the 13F portfolio, value $8,138,000.

    13F-HR 0001994461-24-000011 filed by Equita Financial Network, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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