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Higgins & Schmidt Wealth Strategies LLC: MUNI position timeline

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

Higgins & Schmidt Wealth Strategies LLC held 50,651 MUNI shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 50,651 shares
    Change vs previous 13F -3,589 shares

    1.1% of the 13F portfolio, value $2,664,243.

    13F-HR 0001941260-26-000003 filed by Higgins & Schmidt Wealth Strategies 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 54,240 shares
    Change vs previous 13F -269 shares

    1.29% of the 13F portfolio, value $2,830,786.

    13F-HR 0001941260-26-000002 filed by Higgins & Schmidt Wealth Strategies 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 54,509 shares
    Change vs previous 13F +1,783 shares

    1.35% of the 13F portfolio, value $2,856,839.

    13F-HR 0001941260-26-000001 filed by Higgins & Schmidt Wealth Strategies 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 52,726 shares
    Change vs previous 13F +3,512 shares

    1.39% of the 13F portfolio, value $2,756,540.

    13F-HR 0001941260-25-000011 filed by Higgins & Schmidt Wealth Strategies 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 49,214 shares
    Change vs previous 13F +15,214 shares

    1.4% of the 13F portfolio, value $2,527,606.

    13F-HR 0001941260-25-000008 filed by Higgins & Schmidt Wealth Strategies 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 34,000 shares
    Change vs previous 13F +5,367 shares

    1.04% of the 13F portfolio, value $1,752,680.

    13F-HR 0001941260-25-000007 filed by Higgins & Schmidt Wealth Strategies 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 28,633 shares
    Change vs previous 13F +8,082 shares

    0.92% of the 13F portfolio, value $1,481,193.

    13F-HR 0001941260-25-000006 filed by Higgins & Schmidt Wealth Strategies 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 20,551 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $1,088,796.

    13F-HR 0001941260-25-000005 filed by Higgins & Schmidt Wealth Strategies LLC
    Filed (acceptance time not in the bulk data set), ingested

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