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Liquid Strategies, LLC: MUB position timeline

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

Liquid Strategies, LLC held 396,261 MUB shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 396,261 shares
    Change vs previous 13F +64,403 shares

    5.82% of the 13F portfolio, value $42,645,609.

    13F-HR 0001062993-26-003871 filed by Liquid Strategies, 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 331,858 shares
    Change vs previous 13F +7,266 shares

    7.57% of the 13F portfolio, value $35,226,727.

    13F-HR 0001062993-26-002261 filed by Liquid Strategies, 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 324,592 shares
    Change vs previous 13F +62,028 shares

    7.57% of the 13F portfolio, value $34,767,049.

    13F-HR 0001062993-26-000446 filed by Liquid Strategies, 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 262,564 shares
    Change vs previous 13F +7,732 shares

    5.76% of the 13F portfolio, value $27,960,440.

    13F-HR 0001062993-25-016284 filed by Liquid Strategies, 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 254,832 shares
    Change vs previous 13F -37,104 shares

    5.82% of the 13F portfolio, value $26,624,847.

    13F-HR 0001062993-25-013225 filed by Liquid Strategies, 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 291,936 shares
    Change vs previous 13F +35,184 shares

    5.8% of the 13F portfolio, value $30,781,732.

    13F-HR 0001062993-25-007704 filed by Liquid Strategies, 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 256,752 shares
    Change vs previous 13F +43,745 shares

    5.63% of the 13F portfolio, value $27,356,926.

    13F-HR 0001062993-25-000924 filed by Liquid Strategies, 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 213,007 shares
    Change vs previous 13F not available

    5.54% of the 13F portfolio, value $23,139,000.

    13F-HR 0001062993-24-017663 filed by Liquid Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

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