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White & Co Financial Planning Inc: MUB position timeline

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

White & Co Financial Planning Inc held 18,700 MUB shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,700 shares
    Change vs previous 13F +907 shares

    1.25% of the 13F portfolio, value $2,012,494.

    13F-HR 0002039300-26-000006 filed by White & Co Financial Planning 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 17,793 shares
    Change vs previous 13F +1,363 shares

    1.33% of the 13F portfolio, value $1,888,727.

    13F-HR 0002039300-26-000004 filed by White & Co Financial Planning 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 16,430 shares
    Change vs previous 13F 0 shares

    1.32% of the 13F portfolio, value $1,759,817.

    13F-HR 0002039300-26-000002 filed by White & Co Financial Planning 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 16,430 shares
    Change vs previous 13F +1,302 shares

    1.32% of the 13F portfolio, value $1,749,631.

    13F-HR 0002039300-25-000009 filed by White & Co Financial Planning 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 15,128 shares
    Change vs previous 13F -13 shares

    1.26% of the 13F portfolio, value $1,578,153.

    13F-HR 0002039300-25-000006 filed by White & Co Financial Planning 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 15,141 shares
    Change vs previous 13F -836 shares

    1.37% of the 13F portfolio, value $1,592,682.

    13F-HR 0002039300-25-000003 filed by White & Co Financial Planning 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/A 15,977 shares
    Change vs previous 13F not available

    1.44% of the 13F portfolio, value $1,702,349.

    13F-HR/A 0001941040-25-000076 filed by White & Co Financial Planning Inc
    Filed (acceptance time not in the bulk data set), ingested

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