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Disclosery

Partners in Financial Planning: MUB position timeline

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

Partners in Financial Planning held 63,857 MUB shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 63,857 shares
    Change vs previous 13F -490 shares

    1.04% of the 13F portfolio, value $6,872,306.

    13F-HR 0002054264-26-000004 filed by Partners in Financial Planning
    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 64,347 shares
    Change vs previous 13F +8,534 shares

    1.13% of the 13F portfolio, value $6,830,399.

    13F-HR 0002054264-26-000002 filed by Partners in Financial Planning
    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 55,813 shares
    Change vs previous 13F +5,329 shares

    1.01% of the 13F portfolio, value $5,978,150.

    13F-HR 0002054264-26-000001 filed by Partners in Financial Planning
    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 50,484 shares
    Change vs previous 13F +5,967 shares

    0.93% of the 13F portfolio, value $5,376,007.

    13F-HR 0002054264-25-000023 filed by Partners in Financial Planning
    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 44,517 shares
    Change vs previous 13F -685 shares

    0.86% of the 13F portfolio, value $4,651,098.

    13F-HR 0002054264-25-000021 filed by Partners in Financial Planning
    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 45,202 shares
    Change vs previous 13F +9,684 shares

    0.96% of the 13F portfolio, value $4,766,084.

    13F-HR 0002054264-25-000011 filed by Partners in Financial Planning
    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 35,518 shares
    Change vs previous 13F +676 shares

    0.77% of the 13F portfolio, value $3,784,411.

    13F-HR 0002054264-25-000002 filed by Partners in Financial Planning
    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 34,842 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $3,784,859.

    13F-HR 0002054264-25-000003 filed by Partners in Financial Planning
    Filed (acceptance time not in the bulk data set), ingested

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