PLANNING ALTERNATIVES LTD /ADV: MUB position timeline

PLANNING ALTERNATIVES LTD /ADV held 13,501 MUB shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 13,501 shares

   Change vs previous 13F 0 shares

   0.16% of the 13F portfolio, value $1,452,978.

   13F-HR 0001765380-26-000365 filed by PLANNING ALTERNATIVES LTD /ADV
   Filed 2026-08-12 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 13,501 shares

   Change vs previous 13F +1,605 shares

   0.18% of the 13F portfolio, value $1,433,132.

   13F-HR 0001765380-26-000187 filed by PLANNING ALTERNATIVES LTD /ADV
   Filed 2026-05-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 11,896 shares

   Change vs previous 13F 0 shares

   0.16% of the 13F portfolio, value $1,274,181.

   13F-HR 0001765380-26-000076 filed by PLANNING ALTERNATIVES LTD /ADV
   Filed 2026-02-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 11,896 shares

   Change vs previous 13F +5,023 shares

   0.16% of the 13F portfolio, value $1,266,806.

   13F-HR 0001765380-25-000485 filed by PLANNING ALTERNATIVES LTD /ADV
   Filed 2025-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 6,873 shares

   Change vs previous 13F not available

   0.1% of the 13F portfolio, value $718,092.

   13F-HR 0001765380-25-000361 filed by PLANNING ALTERNATIVES LTD /ADV
   Filed 2025-08-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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