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Disclosery

THEORY FINANCIAL LLC: MUB position timeline

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

THEORY FINANCIAL LLC held 23,102 MUB shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,102 shares
    Change vs previous 13F +139 shares

    0.78% of the 13F portfolio, value $2,486,237.

    13F-HR 0001899158-26-000003 filed by THEORY FINANCIAL 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 22,963 shares
    Change vs previous 13F +806 shares

    0.86% of the 13F portfolio, value $2,437,522.

    13F-HR 0001899158-26-000002 filed by THEORY FINANCIAL 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 22,157 shares
    Change vs previous 13F +2,870 shares

    0.8% of the 13F portfolio, value $2,385,423.

    13F-HR 0001899158-26-000001 filed by THEORY FINANCIAL 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 19,287 shares
    Change vs previous 13F -2,404 shares

    0.73% of the 13F portfolio, value $2,073,545.

    13F-HR 0001899158-25-000002 filed by THEORY FINANCIAL 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 21,691 shares
    Change vs previous 13F +2,468 shares

    0.85% of the 13F portfolio, value $2,253,044.

    13F-HR 0001085146-25-004772 filed by THEORY FINANCIAL 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 19,223 shares
    Change vs previous 13F -11,518 shares

    0.85% of the 13F portfolio, value $2,026,873.

    13F-HR 0001085146-25-002548 filed by THEORY FINANCIAL 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 30,741 shares
    Change vs previous 13F +897 shares

    1.37% of the 13F portfolio, value $3,275,454.

    13F-HR 0001085146-25-000715 filed by THEORY FINANCIAL 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 29,844 shares
    Change vs previous 13F not available

    1.41% of the 13F portfolio, value $3,194,203.

    13F-HR 0001085146-24-005400 filed by THEORY FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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