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Martel Wealth Advisors LLC: MUB position timeline

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

Martel Wealth Advisors LLC held 104,632 MUB shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 104,632 shares
    Change vs previous 13F +1,040 shares

    1.77% of the 13F portfolio, value $11,260,496.

    13F-HR 0001214659-26-008472 filed by Martel Wealth Advisors 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 103,592 shares
    Change vs previous 13F +2,640 shares

    1.87% of the 13F portfolio, value $10,996,291.

    13F-HR 0001214659-26-005396 filed by Martel Wealth Advisors 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 100,952 shares
    Change vs previous 13F +2,296 shares

    1.85% of the 13F portfolio, value $10,812,969.

    13F-HR 0001214659-26-000683 filed by Martel Wealth Advisors 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 98,656 shares
    Change vs previous 13F +6,499 shares

    1.84% of the 13F portfolio, value $10,505,877.

    13F-HR 0001214659-25-014927 filed by Martel Wealth Advisors 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 92,157 shares
    Change vs previous 13F -1,773 shares

    1.79% of the 13F portfolio, value $9,628,563.

    13F-HR 0001214659-25-010550 filed by Martel Wealth Advisors 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 93,930 shares
    Change vs previous 13F +1,610 shares

    1.97% of the 13F portfolio, value $9,903,979.

    13F-HR 0001214659-25-005989 filed by Martel Wealth Advisors 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 92,320 shares
    Change vs previous 13F +2,340 shares

    1.92% of the 13F portfolio, value $9,836,696.

    13F-HR 0001214659-25-000821 filed by Martel Wealth Advisors 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 89,980 shares
    Change vs previous 13F not available

    1.99% of the 13F portfolio, value $9,719,640.

    13F-HR 0001214659-24-017366 filed by Martel Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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