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Disclosery

L.K. Benson & Company, P.C.: MUNI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of L.K. Benson & Company, P.C. on MUNI, newest first. How the timeline and the estimate are built.

L.K. Benson & Company, P.C. held 4,830 MUNI shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,830 shares
    Change vs previous 13F +40 shares

    0.08% of the 13F portfolio, value $254,044.

    13F-HR 0002055235-26-000004 filed by L.K. Benson & Company, P.C.
    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 4,790 shares
    Change vs previous 13F +39 shares

    0.08% of the 13F portfolio, value $250,002.

    13F-HR 0002055235-26-000002 filed by L.K. Benson & Company, P.C.
    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 4,751 shares
    Change vs previous 13F +38 shares

    0.12% of the 13F portfolio, value $249,020.

    13F-HR 0002055235-26-000001 filed by L.K. Benson & Company, P.C.
    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 4,713 shares
    Change vs previous 13F +40 shares

    0.13% of the 13F portfolio, value $246,375.

    13F-HR 0002055235-25-000002 filed by L.K. Benson & Company, P.C.
    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 4,673 shares
    Change vs previous 13F +38 shares

    0.15% of the 13F portfolio, value $240,023.

    13F-HR 0001085146-25-004077 filed by L.K. Benson & Company, P.C.
    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 4,635 shares
    Change vs previous 13F +37 shares

    0.17% of the 13F portfolio, value $238,947.

    13F-HR 0001085146-25-002346 filed by L.K. Benson & Company, P.C.
    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 4,598 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $237,859.

    13F-HR 0001085146-25-000955 filed by L.K. Benson & Company, P.C.
    Filed (acceptance time not in the bulk data set), ingested

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