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
- period ended2026-06-3013F 3,316 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 3,290 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 3,273 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 3,917 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 17,318 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).