Skip to content
Disclosery

Plum Street Advisors, LLC: MUB position timeline

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

Plum Street Advisors, LLC held 27,699 MUB shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,699 shares
    Change vs previous 13F +399 shares

    0.95% of the 13F portfolio, value $2,980,966.

    13F-HR 0002068236-26-000003 filed by Plum Street Advisors, 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 27,300 shares
    Change vs previous 13F +190 shares

    1% of the 13F portfolio, value $2,897,895.

    13F-HR 0002068236-26-000002 filed by Plum Street Advisors, 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 27,110 shares
    Change vs previous 13F +4,187 shares

    1.03% of the 13F portfolio, value $2,903,752.

    13F-HR 0002068236-26-000001 filed by Plum Street Advisors, 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 22,923 shares
    Change vs previous 13F +819 shares

    0.94% of the 13F portfolio, value $2,441,070.

    13F-HR 0002068236-25-000008 filed by Plum Street Advisors, 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 22,104 shares
    Change vs previous 13F +612 shares

    1.02% of the 13F portfolio, value $2,309,426.

    13F-HR 0002068236-25-000007 filed by Plum Street Advisors, 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 21,492 shares
    Change vs previous 13F +862 shares

    1.09% of the 13F portfolio, value $2,266,116.

    13F-HR 0002068236-25-000006 filed by Plum Street Advisors, 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 20,630 shares
    Change vs previous 13F -153 shares

    1.09% of the 13F portfolio, value $2,198,127.

    13F-HR 0002068236-25-000005 filed by Plum Street Advisors, 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 20,783 shares
    Change vs previous 13F not available

    1.14% of the 13F portfolio, value $2,257,657.

    13F-HR 0002068236-25-000004 filed by Plum Street Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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