Skip to content
Disclosery

Aletheian Wealth Advisors LLC: MUB position timeline

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

Aletheian Wealth Advisors LLC held 71,209 MUB shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 71,209 shares
    Change vs previous 13F +12,706 shares

    2.89% of the 13F portfolio, value $7,199,230.

    13F-HR 0002085853-26-001109 filed by Aletheian Wealth Advisors LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 58,503 shares
    Change vs previous 13F +1,186 shares

    2.69% of the 13F portfolio, value $6,296,093.

    13F-HR 0002085853-26-000663 filed by Aletheian Wealth Advisors LLC
    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 57,317 shares
    Change vs previous 13F +5,654 shares

    2.97% of the 13F portfolio, value $6,084,200.

    13F-HR 0002085853-26-000305 filed by Aletheian Wealth Advisors 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 51,663 shares
    Change vs previous 13F +3,902 shares

    2.56% of the 13F portfolio, value $5,501,593.

    13F-HR 0002085853-25-000252 filed by Aletheian Wealth Advisors 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 47,761 shares
    Change vs previous 13F +14,453 shares

    2.45% of the 13F portfolio, value $4,990,069.

    13F-HR 0001667731-25-000729 filed by Aletheian Wealth Advisors 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 33,308 shares
    Change vs previous 13F +4,064 shares

    1.97% of the 13F portfolio, value $3,511,996.

    13F-HR 0001667731-25-000380 filed by Aletheian Wealth Advisors 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 29,244 shares
    Change vs previous 13F not available

    1.84% of the 13F portfolio, value $3,115,948.

    13F-HR 0001667731-25-000272 filed by Aletheian Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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