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Disclosery

Financial Advocates Investment Management: MUB position timeline

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

Financial Advocates Investment Management held 27,564 MUB shares at 2025-09-30 per its 13F-HR filed 2025-11-06.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 27,564 shares
    Change vs previous 13F -20,500 shares

    1.65% of the 13F portfolio, value $2,935,245.

    13F-HR 0001730293-25-000007 filed by Financial Advocates Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 48,064 shares
    Change vs previous 13F -1,623 shares

    0.41% of the 13F portfolio, value $5,021,695.

    13F-HR 0001730293-25-000006 filed by Financial Advocates Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 49,687 shares
    Change vs previous 13F +11,105 shares

    0.37% of the 13F portfolio, value $5,238,988.

    13F-HR 0001730293-25-000003 filed by Financial Advocates Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 38,582 shares
    Change vs previous 13F -1,192 shares

    0.23% of the 13F portfolio, value $4,110,953.

    13F-HR 0001730293-25-000001 filed by Financial Advocates Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 39,774 shares
    Change vs previous 13F +170 shares

    0.24% of the 13F portfolio, value $4,320,597.

    13F-HR 0001730293-24-000005 filed by Financial Advocates Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 39,604 shares
    Change vs previous 13F +14,405 shares

    0.26% of the 13F portfolio, value $4,219,778.

    13F-HR 0001730293-24-000003 filed by Financial Advocates Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 25,199 shares
    Change vs previous 13F -6,606 shares

    0.15% of the 13F portfolio, value $2,629,771.

    13F-HR 0001730293-24-000002 filed by Financial Advocates Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 31,805 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $3,419,922.

    13F-HR 0001730293-24-000001 filed by Financial Advocates Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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