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Joel Adams & Associates, Inc.: MUB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Joel Adams & Associates, Inc. on MUB, newest first. How the timeline and the estimate are built.

Joel Adams & Associates, Inc. held 30,985 MUB shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,985 shares
    Change vs previous 13F +4,779 shares

    2.14% of the 13F portfolio, value $3,334,590.

    13F-HR 0001951757-26-001107 filed by Joel Adams & Associates, Inc.
    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 26,206 shares
    Change vs previous 13F -795 shares

    2.07% of the 13F portfolio, value $2,781,756.

    13F-HR 0001951757-26-000647 filed by Joel Adams & Associates, Inc.
    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 27,001 shares
    Change vs previous 13F -2,718 shares

    2.17% of the 13F portfolio, value $2,892,089.

    13F-HR 0001951757-26-000310 filed by Joel Adams & Associates, Inc.
    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 29,719 shares
    Change vs previous 13F +5,637 shares

    2.55% of the 13F portfolio, value $3,164,795.

    13F-HR 0001951757-25-001275 filed by Joel Adams & Associates, Inc.
    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 24,082 shares
    Change vs previous 13F -6,131 shares

    2.23% of the 13F portfolio, value $2,516,061.

    13F-HR 0001951757-25-000969 filed by Joel Adams & Associates, Inc.
    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 30,213 shares
    Change vs previous 13F -629 shares

    2.87% of the 13F portfolio, value $3,185,684.

    13F-HR 0001951757-25-000417 filed by Joel Adams & Associates, Inc.
    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 30,842 shares
    Change vs previous 13F not available

    2.99% of the 13F portfolio, value $3,286,167.

    13F-HR 0001951757-25-000161 filed by Joel Adams & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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