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Johnson Bixby & Associates, LLC: MUB position timeline

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

Johnson Bixby & Associates, LLC held 63,831 MUB 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 63,831 shares
    Change vs previous 13F +9,754 shares

    0.77% of the 13F portfolio, value $6,869,508.

    13F-HR 0001844238-26-000004 filed by Johnson Bixby & Associates, LLC
    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 54,077 shares
    Change vs previous 13F +7,437 shares

    0.71% of the 13F portfolio, value $5,740,289.

    13F-HR 0001844238-26-000003 filed by Johnson Bixby & Associates, LLC
    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 46,640 shares
    Change vs previous 13F +5,692 shares

    0.62% of the 13F portfolio, value $4,995,626.

    13F-HR 0001844238-26-000001 filed by Johnson Bixby & Associates, LLC
    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 40,948 shares
    Change vs previous 13F +1,305 shares

    0.56% of the 13F portfolio, value $4,360,568.

    13F-HR 0001844238-25-000004 filed by Johnson Bixby & Associates, LLC
    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 39,643 shares
    Change vs previous 13F +2,829 shares

    0.57% of the 13F portfolio, value $4,141,916.

    13F-HR 0001085146-25-003925 filed by Johnson Bixby & Associates, LLC
    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 36,814 shares
    Change vs previous 13F +3,913 shares

    0.58% of the 13F portfolio, value $3,881,684.

    13F-HR 0001085146-25-002252 filed by Johnson Bixby & Associates, LLC
    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 32,901 shares
    Change vs previous 13F -92 shares

    0.53% of the 13F portfolio, value $3,505,618.

    13F-HR 0001085146-25-000320 filed by Johnson Bixby & Associates, LLC
    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 32,993 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $3,584,046.

    13F-HR 0001085146-24-004833 filed by Johnson Bixby & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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