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Wrenne Financial Planning LLC: MUB position timeline

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

Wrenne Financial Planning LLC held 82,514 MUB shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 82,514 shares
    Change vs previous 13F +5,352 shares

    3% of the 13F portfolio, value $8,880,192.

    13F-HR 0001172661-26-002804 filed by Wrenne Financial 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 77,162 shares
    Change vs previous 13F +5,266 shares

    3.21% of the 13F portfolio, value $8,190,781.

    13F-HR 0001172661-26-002011 filed by Wrenne Financial 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 71,896 shares
    Change vs previous 13F +13,010 shares

    3.13% of the 13F portfolio, value $7,700,816.

    13F-HR 0001172661-26-000586 filed by Wrenne Financial 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 58,886 shares
    Change vs previous 13F +8,298 shares

    2.68% of the 13F portfolio, value $6,270,805.

    13F-HR 0001172661-25-004684 filed by Wrenne Financial 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 50,588 shares
    Change vs previous 13F -17,226 shares

    2.47% of the 13F portfolio, value $5,285,469.

    13F-HR 0001172661-25-003118 filed by Wrenne Financial 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 67,814 shares
    Change vs previous 13F +2,136 shares

    3.8% of the 13F portfolio, value $7,150,343.

    13F-HR 0001172661-25-001738 filed by Wrenne Financial 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 65,678 shares
    Change vs previous 13F +11,691 shares

    3.98% of the 13F portfolio, value $6,998,026.

    13F-HR 0001172661-25-000629 filed by Wrenne Financial Planning 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 53,987 shares
    Change vs previous 13F not available

    3.49% of the 13F portfolio, value $5,864,644.

    13F-HR 0001172661-24-004540 filed by Wrenne Financial Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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