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IMPACTfolio, LLC: MUB position timeline

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

IMPACTfolio, LLC held 69,350 MUB shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 69,350 shares
    Change vs previous 13F +1,948 shares

    2.81% of the 13F portfolio, value $7,463,482.

    13F-HR 0001896447-26-000004 filed by IMPACTfolio, 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 67,402 shares
    Change vs previous 13F -13,054 shares

    3.04% of the 13F portfolio, value $7,154,726.

    13F-HR 0001896447-26-000003 filed by IMPACTfolio, 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 80,456 shares
    Change vs previous 13F +4,975 shares

    3.62% of the 13F portfolio, value $8,617,662.

    13F-HR 0001896447-26-000001 filed by IMPACTfolio, 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 75,481 shares
    Change vs previous 13F +7,416 shares

    3.47% of the 13F portfolio, value $8,038,024.

    13F-HR 0001896447-25-000007 filed by IMPACTfolio, 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 68,065 shares
    Change vs previous 13F -2,590 shares

    3.37% of the 13F portfolio, value $7,111,455.

    13F-HR 0001896447-25-000006 filed by IMPACTfolio, 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 70,655 shares
    Change vs previous 13F +10,847 shares

    3.92% of the 13F portfolio, value $7,449,861.

    13F-HR 0001896447-25-000005 filed by IMPACTfolio, 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 59,808 shares
    Change vs previous 13F +7,722 shares

    3.31% of the 13F portfolio, value $6,372,561.

    13F-HR 0001896447-25-000001 filed by IMPACTfolio, 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 52,086 shares
    Change vs previous 13F not available

    2.92% of the 13F portfolio, value $5,658,102.

    13F-HR 0001896447-24-000008 filed by IMPACTfolio, LLC
    Filed (acceptance time not in the bulk data set), ingested

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