Shotwell Rutter Baer Inc: MUNI position timeline

Shotwell Rutter Baer Inc held 134,830 MUNI shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 134,830 shares

   Change vs previous 13F -3,986 shares

   3.89% of the 13F portfolio, value $7,092,072.

   13F-HR 0001754960-26-000573 filed by Shotwell Rutter Baer Inc
   Filed 2026-07-21 (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 138,816 shares

   Change vs previous 13F -23,884 shares

   4.26% of the 13F portfolio, value $7,244,822.

   13F-HR 0001754960-26-000301 filed by Shotwell Rutter Baer Inc
   Filed 2026-04-22 (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 162,700 shares

   Change vs previous 13F -4,607 shares

   5.15% of the 13F portfolio, value $8,569,424.

   13F-HR 0001754960-26-000025 filed by Shotwell Rutter Baer Inc
   Filed 2026-01-12 (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 167,307 shares

   Change vs previous 13F +7,431 shares

   5.65% of the 13F portfolio, value $8,750,175.

   13F-HR 0001754960-25-000654 filed by Shotwell Rutter Baer Inc
   Filed 2025-10-10 (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 159,876 shares

   Change vs previous 13F +55,233 shares

   5.57% of the 13F portfolio, value $8,196,819.

   13F-HR 0001754960-25-000322 filed by Shotwell Rutter Baer Inc
   Filed 2025-07-07 (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).

6. period ended2025-03-31

   13F 104,643 shares

   Change vs previous 13F +759 shares

   4.79% of the 13F portfolio, value $5,426,786.

   13F-HR 0001754960-25-000162 filed by Shotwell Rutter Baer Inc
   Filed 2025-04-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 103,884 shares

   Change vs previous 13F +4,324 shares

   4.5% of the 13F portfolio, value $5,342,754.

   13F-HR 0001754960-25-000013 filed by Shotwell Rutter Baer Inc
   Filed 2025-01-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 99,560 shares

   Change vs previous 13F not available

   4.31% of the 13F portfolio, value $5,244,821.

   13F-HR 0001754960-24-000472 filed by Shotwell Rutter Baer Inc
   Filed 2024-10-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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