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SAXON INTERESTS, INC.: MUNI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SAXON INTERESTS, INC. on MUNI, newest first. How the timeline and the estimate are built.

SAXON INTERESTS, INC. held 136,932 MUNI 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 136,932 shares
    Change vs previous 13F +8,359 shares

    1.99% of the 13F portfolio, value $7,202,614.

    13F-HR 0001951757-26-001233 filed by SAXON INTERESTS, INC.
    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 128,573 shares
    Change vs previous 13F +10,744 shares

    2.32% of the 13F portfolio, value $6,710,238.

    13F-HR 0001951757-26-000756 filed by SAXON INTERESTS, INC.
    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 117,829 shares
    Change vs previous 13F +95,360 shares

    2.18% of the 13F portfolio, value $6,175,428.

    13F-HR 0001951757-26-000443 filed by SAXON INTERESTS, INC.
    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 22,469 shares
    Change vs previous 13F +4,742 shares

    0.45% of the 13F portfolio, value $1,157,154.

    13F-HR 0001951757-25-001229 filed by SAXON INTERESTS, INC.
    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 17,727 shares
    Change vs previous 13F 0 shares

    0.43% of the 13F portfolio, value $913,827.

    13F-HR 0001951757-25-000886 filed by SAXON INTERESTS, INC.
    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 17,727 shares
    Change vs previous 13F -39 shares

    0.43% of the 13F portfolio, value $913,827.

    13F-HR 0001951757-25-000461 filed by SAXON INTERESTS, INC.
    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 17,766 shares
    Change vs previous 13F -147 shares

    0.4% of the 13F portfolio, value $919,035.

    13F-HR 0001951757-25-000039 filed by SAXON INTERESTS, INC.
    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 17,913 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $949,031.

    13F-HR 0001951757-24-000995 filed by SAXON INTERESTS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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