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Disclosery

Kooman & Associates: MUNI position timeline

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

Kooman & Associates held 19,376 MUNI 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 19,376 shares
    Change vs previous 13F +475 shares

    0.27% of the 13F portfolio, value $1,019,178.

    13F-HR 0001961850-26-000004 filed by Kooman & Associates
    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 18,901 shares
    Change vs previous 13F -1,271 shares

    0.29% of the 13F portfolio, value $986,443.

    13F-HR 0001961850-26-000003 filed by Kooman & Associates
    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 20,172 shares
    Change vs previous 13F -685 shares

    0.31% of the 13F portfolio, value $1,057,215.

    13F-HR 0001961850-26-000001 filed by Kooman & Associates
    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 20,857 shares
    Change vs previous 13F +1,145 shares

    0.34% of the 13F portfolio, value $1,090,404.

    13F-HR 0001961850-25-000007 filed by Kooman & Associates
    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 19,712 shares
    Change vs previous 13F -1,694 shares

    0.34% of the 13F portfolio, value $1,012,408.

    13F-HR 0001961850-25-000005 filed by Kooman & Associates
    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 21,406 shares
    Change vs previous 13F +215 shares

    0.4% of the 13F portfolio, value $1,103,479.

    13F-HR 0001961850-25-000004 filed by Kooman & Associates
    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 21,191 shares
    Change vs previous 13F +498 shares

    0.4% of the 13F portfolio, value $1,096,210.

    13F-HR 0001961850-25-000002 filed by Kooman & Associates
    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 20,693 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $1,096,315.

    13F-HR 0001961850-24-000004 filed by Kooman & Associates
    Filed (acceptance time not in the bulk data set), ingested

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