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Disclosery

MOTIVE WEALTH ADVISORS: MUB position timeline

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

MOTIVE WEALTH ADVISORS held 45,971 MUB shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 45,971 shares
    Change vs previous 13F +6 shares

    2.03% of the 13F portfolio, value $4,947,399.

    13F-HR 0001754960-26-000562 filed by MOTIVE WEALTH 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 45,965 shares
    Change vs previous 13F +2,335 shares

    2.29% of the 13F portfolio, value $4,879,185.

    13F-HR 0001754960-26-000259 filed by MOTIVE WEALTH 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 43,630 shares
    Change vs previous 13F +139 shares

    1.99% of the 13F portfolio, value $4,673,209.

    13F-HR 0001754960-26-000068 filed by MOTIVE WEALTH 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 43,491 shares
    Change vs previous 13F +6,874 shares

    2% of the 13F portfolio, value $4,631,357.

    13F-HR 0001754960-25-000693 filed by MOTIVE WEALTH 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 36,617 shares
    Change vs previous 13F -1,993 shares

    1.74% of the 13F portfolio, value $3,825,744.

    13F-HR 0001754960-25-000400 filed by MOTIVE WEALTH 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 38,610 shares
    Change vs previous 13F -8,521 shares

    2.18% of the 13F portfolio, value $4,071,038.

    13F-HR 0001754960-25-000208 filed by MOTIVE WEALTH 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 47,131 shares
    Change vs previous 13F -974 shares

    2.7% of the 13F portfolio, value $5,021,808.

    13F-HR 0001754960-25-000046 filed by MOTIVE WEALTH 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 48,105 shares
    Change vs previous 13F not available

    3.08% of the 13F portfolio, value $5,125,588.

    13F-HR 0001754960-24-000502 filed by MOTIVE WEALTH ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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