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Certified Advisory Corp: MUNI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Certified Advisory Corp on MUNI, newest first. How the timeline and the estimate are built.

Certified Advisory Corp held 118,536 MUNI shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 118,536 shares
    Change vs previous 13F +3,987 shares

    0.5% of the 13F portfolio, value $6,235,014.

    13F-HR 0001731732-26-000004 filed by Certified Advisory Corp
    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 114,549 shares
    Change vs previous 13F +8,571 shares

    0.54% of the 13F portfolio, value $5,978,313.

    13F-HR 0001731732-26-000002 filed by Certified Advisory Corp
    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 105,978 shares
    Change vs previous 13F +6,825 shares

    0.51% of the 13F portfolio, value $5,554,309.

    13F-HR 0001731732-26-000001 filed by Certified Advisory Corp
    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 99,153 shares
    Change vs previous 13F +70,188 shares

    0.49% of the 13F portfolio, value $5,183,714.

    13F-HR 0001731732-25-000004 filed by Certified Advisory Corp
    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 28,965 shares
    Change vs previous 13F +3,755 shares

    0.15% of the 13F portfolio, value $1,487,642.

    13F-HR 0001085146-25-005120 filed by Certified Advisory Corp
    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 25,210 shares
    Change vs previous 13F +1,742 shares

    0.15% of the 13F portfolio, value $1,299,589.

    13F-HR 0001085146-25-002833 filed by Certified Advisory Corp
    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 23,468 shares
    Change vs previous 13F +263 shares

    0.13% of the 13F portfolio, value $1,213,999.

    13F-HR 0001085146-25-000217 filed by Certified Advisory Corp
    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 23,205 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,229,374.

    13F-HR 0001085146-24-005504 filed by Certified Advisory Corp
    Filed (acceptance time not in the bulk data set), ingested

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