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Disclosery

Francis Financial, Inc.: MUB position timeline

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

Francis Financial, Inc. held 35,514 MUB shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 35,514 shares
    Change vs previous 13F -210 shares

    0.63% of the 13F portfolio, value $3,822,017.

    13F-HR 0001727514-26-000003 filed by Francis Financial, 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 35,724 shares
    Change vs previous 13F +4,836 shares

    0.7% of the 13F portfolio, value $3,792,103.

    13F-HR 0001727514-26-000002 filed by Francis Financial, 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 30,888 shares
    Change vs previous 13F +5,223 shares

    0.65% of the 13F portfolio, value $3,308,414.

    13F-HR 0001727514-26-000001 filed by Francis Financial, 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 25,665 shares
    Change vs previous 13F +4,364 shares

    0.49% of the 13F portfolio, value $2,733,066.

    13F-HR 0001727514-25-000003 filed by Francis Financial, 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 21,301 shares
    Change vs previous 13F +4,992 shares

    0.51% of the 13F portfolio, value $2,225,529.

    13F-HR 0001085146-25-004708 filed by Francis Financial, 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 16,309 shares
    Change vs previous 13F -36 shares

    0.42% of the 13F portfolio, value $1,719,621.

    13F-HR 0001085146-25-002986 filed by Francis Financial, 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 16,345 shares
    Change vs previous 13F +3,960 shares

    0.44% of the 13F portfolio, value $1,741,560.

    13F-HR 0001085146-25-001582 filed by Francis Financial, 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 12,385 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $1,345,383.

    13F-HR 0001085146-24-005311 filed by Francis Financial, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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