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WALLER FINANCIAL PLANNING GROUP, INC: MUB position timeline

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

WALLER FINANCIAL PLANNING GROUP, INC held 28,710 MUB shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 28,710 shares
    Change vs previous 13F +1,479 shares

    0.59% of the 13F portfolio, value $2,902,582.

    13F-HR 0001214659-26-012630 filed by WALLER FINANCIAL PLANNING GROUP, INC
    Accepted , ingested

  2. period ended2026-06-30
    13F 27,231 shares
    Change vs previous 13F +278 shares

    0.6% of the 13F portfolio, value $2,930,600.

    13F-HR 0001214659-26-008295 filed by WALLER FINANCIAL PLANNING GROUP, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 26,953 shares
    Change vs previous 13F +864 shares

    0.63% of the 13F portfolio, value $2,861,061.

    13F-HR 0001214659-26-004321 filed by WALLER FINANCIAL PLANNING GROUP, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 26,089 shares
    Change vs previous 13F +16 shares

    0.62% of the 13F portfolio, value $2,794,393.

    13F-HR 0001214659-26-000397 filed by WALLER FINANCIAL PLANNING GROUP, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 26,073 shares
    Change vs previous 13F -1,135 shares

    0.64% of the 13F portfolio, value $2,776,514.

    13F-HR 0001214659-25-014790 filed by WALLER FINANCIAL PLANNING GROUP, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 27,208 shares
    Change vs previous 13F +595 shares

    0.69% of the 13F portfolio, value $2,842,692.

    13F-HR 0001214659-25-009926 filed by WALLER FINANCIAL PLANNING GROUP, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 26,613 shares
    Change vs previous 13F +344 shares

    0.79% of the 13F portfolio, value $2,806,075.

    13F-HR 0001214659-25-005278 filed by WALLER FINANCIAL PLANNING GROUP, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 26,269 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $2,798,962.

    13F-HR 0001214659-25-000086 filed by WALLER FINANCIAL PLANNING GROUP, INC
    Filed (acceptance time not in the bulk data set), ingested

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