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Disclosery

Francis Financial, Inc.: MUNY position timeline

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

Francis Financial, Inc. held 170,398 MUNY 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 170,398 shares
    Change vs previous 13F +20,772 shares

    2.91% of the 13F portfolio, value $17,721,392.

    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 149,626 shares
    Change vs previous 13F +17,639 shares

    2.85% of the 13F portfolio, value $15,329,184.

    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 131,987 shares
    Change vs previous 13F +2,821 shares

    2.67% of the 13F portfolio, value $13,625,019.

    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 129,166 shares
    Change vs previous 13F +10,045 shares

    2.37% of the 13F portfolio, value $13,296,349.

    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 119,121 shares
    Change vs previous 13F not available

    2.78% of the 13F portfolio, value $12,033,604.

    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).