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
- period ended2026-06-3013F 69,350 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 67,402 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 80,456 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 75,481 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 68,065 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 70,655 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 59,808 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 52,086 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).