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Broadview Financial Management, LLC: MUB position timeline

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

Broadview Financial Management, LLC held 3,316 MUB shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,316 shares
    Change vs previous 13F +26 shares

    0.22% of the 13F portfolio, value $356,913.

    13F-HR 0001697024-26-000003 filed by Broadview Financial Management, 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 3,290 shares
    Change vs previous 13F +17 shares

    0.24% of the 13F portfolio, value $349,246.

    13F-HR 0001697024-26-000002 filed by Broadview Financial Management, 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 3,273 shares
    Change vs previous 13F -644 shares

    0.23% of the 13F portfolio, value $350,543.

    13F-HR 0001697024-26-000001 filed by Broadview Financial Management, 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 3,917 shares
    Change vs previous 13F -13,401 shares

    0.28% of the 13F portfolio, value $417,143.

    13F-HR 0001697024-25-000006 filed by Broadview Financial Management, 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 17,318 shares
    Change vs previous 13F not available

    1.23% of the 13F portfolio, value $1,809,386.

    13F-HR 0001697024-25-000004 filed by Broadview Financial Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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