Evensky & Katz LLC: MUB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Evensky & Katz LLC on MUB, newest first. How the timeline and the estimate are built.
Evensky & Katz LLC held 4,991 MUB shares at 2026-06-30 per its 13F-HR filed 2026-07-22.
the latest 13F is the newest step
- period ended2026-06-3013F 4,991 sharesChange vs previous 13F +19 shares
0.03% of the 13F portfolio, value $537,000.
13F-HR 0001357867-26-000008 filed by Evensky & Katz 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 4,972 sharesChange vs previous 13F +1,455 shares
0.03% of the 13F portfolio, value $528,000.
13F-HR 0001357867-26-000006 filed by Evensky & Katz 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 3,517 sharesChange vs previous 13F +1,239 shares
0.02% of the 13F portfolio, value $377,000.
13F-HR 0001357867-26-000003 filed by Evensky & Katz 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 2,278 sharesChange vs previous 13F +18 shares
0.01% of the 13F portfolio, value $243,000.
13F-HR 0001357867-25-000011 filed by Evensky & Katz 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 2,260 sharesChange vs previous 13F -605 shares
0.01% of the 13F portfolio, value $236,000.
13F-HR 0001357867-25-000005 filed by Evensky & Katz LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 2,865 sharesChange vs previous 13F +15 shares
0.02% of the 13F portfolio, value $302,000.
13F-HR 0001357867-25-000004 filed by Evensky & Katz LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 2,850 sharesChange vs previous 13F +247 shares
0.02% of the 13F portfolio, value $304,000.
13F-HR 0001357867-25-000003 filed by Evensky & Katz LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 2,603 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $283,000.
13F-HR 0001357867-24-000006 filed by Evensky & Katz LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).