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Disclosery

Frisco Financial Planning LLC: MUB position timeline

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

Frisco Financial Planning LLC held 6,137 MUB shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 6,137 shares
    Change vs previous 13F -440 shares

    0.48% of the 13F portfolio, value $620,451.

    13F-HR 0002133972-26-000010 filed by Frisco Financial Planning LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 6,577 shares
    Change vs previous 13F +1,060 shares

    0.53% of the 13F portfolio, value $707,817.

    13F-HR 0002133972-26-000008 filed by Frisco Financial Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 5,517 shares
    Change vs previous 13F +1,943 shares

    0.48% of the 13F portfolio, value $585,630.

    13F-HR 0002133972-26-000007 filed by Frisco Financial Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 3,574 shares
    Change vs previous 13F +3,574 shares

    0.32% of the 13F portfolio, value $382,811.

    13F-HR 0002133972-26-000005 filed by Frisco Financial Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -4,200 shares

    13F-HR 0002133972-26-000002 filed by Frisco Financial Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  6. period ended2024-12-31
    13F 4,200 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $447,510.

    13F-HR 0002133972-26-000001 filed by Frisco Financial Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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