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Disclosery

AdvicePeriod, LLC: MUB position timeline

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

AdvicePeriod, LLC held 265,527 MUB shares at 2021-06-30 per its 13F-HR filed 2021-07-29.

the latest 13F is the newest step

  1. period ended2021-06-30
    13F 265,527 shares
    Change vs previous 13F +6,839 shares

    2.03% of the 13F portfolio, value $31,120,000.

    13F-HR 0001221073-21-000074 filed by AdvicePeriod, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2021-03-31
    13F/A 258,688 shares
    Change vs previous 13F +17,320 shares

    2.13% of the 13F portfolio, value $30,021,000.

    13F-HR/A 0001221073-21-000054 filed by AdvicePeriod, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2020-12-31
    13F 241,368 shares
    Change vs previous 13F -183,963 shares

    2.17% of the 13F portfolio, value $28,288,000.

    13F-HR 0001221073-21-000017 filed by AdvicePeriod, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2020-09-30
    13F 425,331 shares
    Change vs previous 13F +186,159 shares

    4.47% of the 13F portfolio, value $49,309,000.

    13F-HR 0001221073-20-000157 filed by AdvicePeriod, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2020-06-30
    13F 239,172 shares
    Change vs previous 13F -3,338 shares

    3.01% of the 13F portfolio, value $27,600,000.

    13F-HR 0001221073-20-000128 filed by AdvicePeriod, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2020-03-31
    13F 242,510 shares
    Change vs previous 13F not available

    2.86% of the 13F portfolio, value $27,406,000.

    13F-HR 0001221073-20-000066 filed by AdvicePeriod, LLC
    Filed (acceptance time not in the bulk data set), ingested

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