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Disclosery

FINANCIAL LIFE ADVISORS: MUB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FINANCIAL LIFE ADVISORS on MUB, newest first. How the timeline and the estimate are built.

FINANCIAL LIFE ADVISORS held 48,143 MUB shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 48,143 shares
    Change vs previous 13F +1,552 shares

    1.47% of the 13F portfolio, value $5,181,150.

    13F-HR 0001730813-26-000004 filed by FINANCIAL LIFE ADVISORS
    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 46,591 shares
    Change vs previous 13F +1,324 shares

    1.54% of the 13F portfolio, value $4,945,635.

    13F-HR 0001730813-26-000003 filed by FINANCIAL LIFE ADVISORS
    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 45,267 shares
    Change vs previous 13F -1,070 shares

    1.5% of the 13F portfolio, value $4,848,548.

    13F-HR 0001730813-26-000002 filed by FINANCIAL LIFE ADVISORS
    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 46,337 shares
    Change vs previous 13F -2,516 shares

    1.59% of the 13F portfolio, value $4,934,427.

    13F-HR 0001730813-25-000006 filed by FINANCIAL LIFE ADVISORS
    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 48,853 shares
    Change vs previous 13F +958 shares

    1.75% of the 13F portfolio, value $5,104,161.

    13F-HR 0001730813-25-000005 filed by FINANCIAL LIFE ADVISORS
    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 47,895 shares
    Change vs previous 13F -3,395 shares

    1.88% of the 13F portfolio, value $5,050,049.

    13F-HR 0001730813-25-000004 filed by FINANCIAL LIFE ADVISORS
    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 51,290 shares
    Change vs previous 13F +1,065 shares

    2.05% of the 13F portfolio, value $5,464,949.

    13F-HR 0001730813-25-000002 filed by FINANCIAL LIFE ADVISORS
    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 50,225 shares
    Change vs previous 13F not available

    2.06% of the 13F portfolio, value $5,455,942.

    13F-HR 0001730813-24-000007 filed by FINANCIAL LIFE ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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