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Disclosery

Erickson Financial Group, LLC: MUB position timeline

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

Erickson Financial Group, LLC held 4,322 MUB shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,322 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $465,134.

    13F-HR 0001951757-26-001068 filed by Erickson Financial Group, 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 4,322 shares
    Change vs previous 13F -46 shares

    0.29% of the 13F portfolio, value $458,780.

    13F-HR 0001951757-26-000542 filed by Erickson Financial Group, 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 4,368 shares
    Change vs previous 13F +1,110 shares

    0.29% of the 13F portfolio, value $467,856.

    13F-HR 0001951757-26-000237 filed by Erickson Financial Group, 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 3,258 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $346,944.

    13F-HR 0001951757-25-001223 filed by Erickson Financial Group, 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 3,258 shares
    Change vs previous 13F +574 shares

    0.23% of the 13F portfolio, value $340,396.

    13F-HR 0001951757-25-001069 filed by Erickson Financial Group, 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 2,684 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $283,001.

    13F-HR 0001951757-25-000366 filed by Erickson Financial Group, 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 2,684 shares
    Change vs previous 13F -958 shares

    0.2% of the 13F portfolio, value $285,980.

    13F-HR 0001951757-25-000155 filed by Erickson Financial Group, 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 3,642 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $395,630.

    13F-HR 0001951757-24-001191 filed by Erickson Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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