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Disclosery

Goodwin Investment Advisory: MUNI position timeline

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

Goodwin Investment Advisory held 18,558 MUNI shares at 2026-06-30 per its 13F-HR filed 2026-08-19.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,558 shares
    Change vs previous 13F -388 shares

    1.97% of the 13F portfolio, value $976,181.

    13F-HR 0001420506-26-001870 filed by Goodwin Investment Advisory
    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 18,946 shares
    Change vs previous 13F -1,285 shares

    1.18% of the 13F portfolio, value $988,792.

    13F-HR 0001420506-26-000952 filed by Goodwin Investment Advisory
    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 20,231 shares
    Change vs previous 13F -4,581 shares

    1.16% of the 13F portfolio, value $1,060,307.

    13F-HR 0001420506-26-000229 filed by Goodwin Investment Advisory
    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 24,812 shares
    Change vs previous 13F -5,393 shares

    1.39% of the 13F portfolio, value $1,297,171.

    13F-HR 0001420506-25-002989 filed by Goodwin Investment Advisory
    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 30,205 shares
    Change vs previous 13F -1,046 shares

    1.79% of the 13F portfolio, value $1,551,329.

    13F-HR 0001420506-25-001985 filed by Goodwin Investment Advisory
    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 31,251 shares
    Change vs previous 13F -52,870 shares

    2.5% of the 13F portfolio, value $1,610,990.

    13F-HR 0001420506-25-000882 filed by Goodwin Investment Advisory
    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 84,121 shares
    Change vs previous 13F -1,718 shares

    2.28% of the 13F portfolio, value $4,351,528.

    13F-HR 0001986152-25-000021 filed by Goodwin Investment Advisory
    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 85,839 shares
    Change vs previous 13F not available

    1.97% of the 13F portfolio, value $4,547,750.

    13F-HR 0001986152-24-000056 filed by Goodwin Investment Advisory
    Filed (acceptance time not in the bulk data set), ingested

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