Skip to content
Disclosery

Altura Wealth Advisors Inc.: MUB position timeline

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

Altura Wealth Advisors Inc. held 174,883 MUB shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 174,883 shares
    Change vs previous 13F +18,659 shares

    6.35% of the 13F portfolio, value $18,820,925.

    13F-HR 0001420506-26-001269 filed by Altura Wealth Advisors 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 156,224 shares
    Change vs previous 13F +3,913 shares

    7.24% of the 13F portfolio, value $16,583,157.

    13F-HR 0001420506-26-000933 filed by Altura Wealth Advisors 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 152,311 shares
    Change vs previous 13F +21,194 shares

    7.02% of the 13F portfolio, value $16,313,987.

    13F-HR 0001420506-26-000152 filed by Altura Wealth Advisors 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 131,117 shares
    Change vs previous 13F +21,877 shares

    6.65% of the 13F portfolio, value $13,962,673.

    13F-HR 0001420506-25-003184 filed by Altura Wealth Advisors 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 109,240 shares
    Change vs previous 13F -97,491 shares

    6.38% of the 13F portfolio, value $11,413,423.

    13F-HR 0001420506-25-001963 filed by Altura Wealth Advisors 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 206,731 shares
    Change vs previous 13F +14,212 shares

    14.45% of the 13F portfolio, value $21,797,713.

    13F-HR 0001420506-25-000855 filed by Altura Wealth Advisors 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 192,519 shares
    Change vs previous 13F +5,952 shares

    15.12% of the 13F portfolio, value $20,512,867.

    13F-HR 0001420506-25-000292 filed by Altura Wealth Advisors Inc.
    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 186,567 shares
    Change vs previous 13F not available

    13.29% of the 13F portfolio, value $20,266,709.

    13F-HR 0001941040-24-000486 filed by Altura Wealth Advisors Inc.
    Filed (acceptance time not in the bulk data set), ingested

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