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Disclosery

Sequent Planning LLC: MUB position timeline

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

Sequent Planning LLC held 24,290 MUB shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,290 shares
    Change vs previous 13F +1,332 shares

    0.56% of the 13F portfolio, value $2,614,060.

    13F-HR 0002085853-26-001012 filed by Sequent 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 22,958 shares
    Change vs previous 13F +5,389 shares

    0.59% of the 13F portfolio, value $2,437,007.

    13F-HR 0002085853-26-000438 filed by Sequent 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 17,569 shares
    Change vs previous 13F +4,471 shares

    0.48% of the 13F portfolio, value $1,881,812.

    13F-HR 0002085853-26-000205 filed by Sequent 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 13,098 shares
    Change vs previous 13F +9,821 shares

    0.4% of the 13F portfolio, value $1,394,806.

    13F-HR 0002085853-25-000260 filed by Sequent 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 3,277 shares
    Change vs previous 13F +912 shares

    0.11% of the 13F portfolio, value $342,380.

    13F-HR 0002009724-25-000004 filed by Sequent 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 2,365 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $249,366.

    13F-HR 0001214659-25-007428 filed by Sequent 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 2,365 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $251,991.

    13F-HR 0001214659-25-002407 filed by Sequent Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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