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JIM SAULNIER & ASSOCIATES, LLC: MUB position timeline

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

JIM SAULNIER & ASSOCIATES, LLC held 0 MUB shares at 2026-03-31 per its 13F-HR filed 2026-04-22.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -5,830 shares

    13F-HR 0002044420-26-000002 filed by JIM SAULNIER & ASSOCIATES, 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.

  2. period ended2025-12-31
    13F 5,830 shares
    Change vs previous 13F -12 shares

    0.32% of the 13F portfolio, value $624,417.

    13F-HR 0002044420-26-000001 filed by JIM SAULNIER & ASSOCIATES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 5,842 shares
    Change vs previous 13F +47 shares

    0.35% of the 13F portfolio, value $622,090.

    13F-HR 0002044420-25-000005 filed by JIM SAULNIER & ASSOCIATES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 5,795 shares
    Change vs previous 13F +59 shares

    0.41% of the 13F portfolio, value $605,485.

    13F-HR 0002044420-25-000001 filed by JIM SAULNIER & ASSOCIATES, 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 5,736 shares
    Change vs previous 13F -33 shares

    0.47% of the 13F portfolio, value $604,827.

    13F-HR 0001843867-25-000006 filed by JIM SAULNIER & ASSOCIATES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 5,769 shares
    Change vs previous 13F +30 shares

    0.53% of the 13F portfolio, value $614,697.

    13F-HR 0001843867-25-000003 filed by JIM SAULNIER & ASSOCIATES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 5,739 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $623,481.

    13F-HR 0002044420-24-000002 filed by JIM SAULNIER & ASSOCIATES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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