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RCS Financial Planning, LLC: MUB position timeline

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

RCS Financial Planning, LLC held 23,025 MUB shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,025 shares
    Change vs previous 13F -290 shares

    1.17% of the 13F portfolio, value $2,477,983.

    13F-HR 0001963347-26-000003 filed by RCS Financial Planning, 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 23,315 shares
    Change vs previous 13F +7,827 shares

    1.28% of the 13F portfolio, value $2,474,930.

    13F-HR 0001963347-26-000002 filed by RCS Financial Planning, 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 15,488 shares
    Change vs previous 13F +3,241 shares

    0.72% of the 13F portfolio, value $1,658,904.

    13F-HR 0001963347-26-000001 filed by RCS Financial Planning, 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 12,247 shares
    Change vs previous 13F +633 shares

    0.58% of the 13F portfolio, value $1,304,144.

    13F-HR 0001963347-25-000003 filed by RCS Financial Planning, 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 11,614 shares
    Change vs previous 13F -29,637 shares

    0.6% of the 13F portfolio, value $1,213,382.

    13F-HR 0001085146-25-004205 filed by RCS Financial Planning, 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 41,251 shares
    Change vs previous 13F +15,631 shares

    2.3% of the 13F portfolio, value $4,349,499.

    13F-HR 0001085146-25-002334 filed by RCS Financial Planning, 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 25,620 shares
    Change vs previous 13F +11,909 shares

    1.45% of the 13F portfolio, value $2,729,769.

    13F-HR 0001085146-25-000421 filed by RCS Financial Planning, 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 13,711 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $1,489,461.

    13F-HR 0001085146-24-005060 filed by RCS Financial Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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