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Disclosery

ERn Financial, LLC: MUNI position timeline

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

ERn Financial, LLC held 138,155 MUNI shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 138,155 shares
    Change vs previous 13F +3,027 shares

    1.2% of the 13F portfolio, value $7,266,953.

    13F-HR 0001768302-26-000004 filed by ERn Financial, 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 135,128 shares
    Change vs previous 13F +4,751 shares

    1.33% of the 13F portfolio, value $7,052,330.

    13F-HR 0001768302-26-000003 filed by ERn Financial, 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 130,377 shares
    Change vs previous 13F +1,716 shares

    1.28% of the 13F portfolio, value $6,833,059.

    13F-HR 0001768302-26-000001 filed by ERn Financial, 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 128,661 shares
    Change vs previous 13F +11,293 shares

    1.33% of the 13F portfolio, value $6,726,397.

    13F-HR 0001768302-25-000007 filed by ERn Financial, 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 117,368 shares
    Change vs previous 13F +54,674 shares

    1.27% of the 13F portfolio, value $6,028,020.

    13F-HR 0001768302-25-000004 filed by ERn Financial, 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 62,694 shares
    Change vs previous 13F +9,186 shares

    0.51% of the 13F portfolio, value $3,231,882.

    13F-HR 0001768302-25-000003 filed by ERn Financial, 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 53,508 shares
    Change vs previous 13F +897 shares

    0.42% of the 13F portfolio, value $2,767,982.

    13F-HR 0001768302-25-000001 filed by ERn Financial, 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 52,611 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $2,787,349.

    13F-HR 0001768302-24-000008 filed by ERn Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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