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Disclosery

LPWM LLC: MUB position timeline

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

LPWM LLC held 18,758 MUB 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 18,758 shares
    Change vs previous 13F -169 shares

    0.45% of the 13F portfolio, value $2,018,736.

    13F-HR 0001951757-26-001044 filed by LPWM 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 18,927 shares
    Change vs previous 13F -1,349 shares

    0.51% of the 13F portfolio, value $2,009,101.

    13F-HR 0001951757-26-000557 filed by LPWM 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 20,276 shares
    Change vs previous 13F -1,412 shares

    0.55% of the 13F portfolio, value $2,171,762.

    13F-HR 0001951757-26-000010 filed by LPWM 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 21,688 shares
    Change vs previous 13F -1,171 shares

    0.62% of the 13F portfolio, value $2,309,555.

    13F-HR 0001951757-25-001174 filed by LPWM 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 22,859 shares
    Change vs previous 13F -28,490 shares

    0.7% of the 13F portfolio, value $2,388,308.

    13F-HR 0001951757-25-000587 filed by LPWM 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 51,349 shares
    Change vs previous 13F -3,035 shares

    1.74% of the 13F portfolio, value $5,414,239.

    13F-HR 0001951757-25-000345 filed by LPWM 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 54,384 shares
    Change vs previous 13F -4,523 shares

    1.86% of the 13F portfolio, value $5,794,615.

    13F-HR 0001951757-25-000018 filed by LPWM 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 58,907 shares
    Change vs previous 13F not available

    2.09% of the 13F portfolio, value $6,390,231.

    13F-HR 0001951757-24-000983 filed by LPWM LLC
    Filed (acceptance time not in the bulk data set), ingested

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