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Disclosery

Advisory Resource Group: MUB position timeline

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

Advisory Resource Group held 2,964 MUB shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,964 shares
    Change vs previous 13F +33 shares

    0.05% of the 13F portfolio, value $318,982.

    13F-HR 0001172661-26-002609 filed by Advisory Resource Group
    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 2,931 shares
    Change vs previous 13F +22 shares

    0.05% of the 13F portfolio, value $311,170.

    13F-HR 0001172661-26-002019 filed by Advisory Resource Group
    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 2,909 shares
    Change vs previous 13F -578 shares

    0.05% of the 13F portfolio, value $311,590.

    13F-HR 0001172661-26-000637 filed by Advisory Resource Group
    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 3,487 shares
    Change vs previous 13F +943 shares

    0.07% of the 13F portfolio, value $371,341.

    13F-HR 0001172661-25-004375 filed by Advisory Resource Group
    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 2,544 shares
    Change vs previous 13F -22,191 shares

    0.05% of the 13F portfolio, value $265,827.

    13F-HR 0001172661-25-002969 filed by Advisory Resource Group
    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 24,735 shares
    Change vs previous 13F +2,758 shares

    0.53% of the 13F portfolio, value $2,608,110.

    13F-HR 0001172661-25-001522 filed by Advisory Resource Group
    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 21,977 shares
    Change vs previous 13F +3,001 shares

    0.5% of the 13F portfolio, value $2,341,695.

    13F-HR 0001764968-25-000001 filed by Advisory Resource Group
    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 18,976 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $2,061,349.

    13F-HR 0001764968-24-000004 filed by Advisory Resource Group
    Filed (acceptance time not in the bulk data set), ingested

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