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Avant Financial Advisors LLC: MUB position timeline

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

Avant Financial Advisors LLC held 42,679 MUB shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 42,679 shares
    Change vs previous 13F -37 shares

    2.86% of the 13F portfolio, value $4,593,114.

    13F-HR 0001951757-26-000953 filed by Avant Financial Advisors 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 42,716 shares
    Change vs previous 13F +13,718 shares

    3.19% of the 13F portfolio, value $4,534,304.

    13F-HR 0001951757-26-000711 filed by Avant Financial 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 ended2025-12-31
    13F 28,998 shares
    Change vs previous 13F +2,264 shares

    2.23% of the 13F portfolio, value $3,105,976.

    13F-HR 0001951757-26-000158 filed by Avant Financial 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 26,734 shares
    Change vs previous 13F -20,483 shares

    2.14% of the 13F portfolio, value $2,846,904.

    13F-HR 0001951757-25-001262 filed by Avant Financial 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 47,217 shares
    Change vs previous 13F +5,207 shares

    4.06% of the 13F portfolio, value $4,933,233.

    13F-HR 0001951757-25-001021 filed by Avant Financial 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 42,010 shares
    Change vs previous 13F +3,008 shares

    4.02% of the 13F portfolio, value $4,429,535.

    13F-HR 0001951757-25-000542 filed by Avant Financial 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 39,002 shares
    Change vs previous 13F not available

    3.82% of the 13F portfolio, value $4,155,664.

    13F-HR 0001951757-25-000286 filed by Avant Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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