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Mutual Advisors, LLC: CEF position timeline

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

Mutual Advisors, LLC held 95,196 CEF shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 95,196 shares
    Change vs previous 13F +374 shares

    0.07% of the 13F portfolio, value $3,829,735.

    13F-HR 0001986152-26-000154 filed by Mutual 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 94,822 shares
    Change vs previous 13F -65,079 shares

    0.1% of the 13F portfolio, value $4,524,906.

    13F-HR 0001986152-26-000054 filed by Mutual 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 159,901 shares
    Change vs previous 13F +62,777 shares

    0.16% of the 13F portfolio, value $7,323,466.

    13F-HR 0001986152-26-000005 filed by Mutual 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 97,124 shares
    Change vs previous 13F +8,826 shares

    0.08% of the 13F portfolio, value $3,699,453.

    13F-HR 0001986152-25-000100 filed by Mutual 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 88,298 shares
    Change vs previous 13F +1,756 shares

    0.07% of the 13F portfolio, value $2,724,876.

    13F-HR 0001986152-25-000050 filed by Mutual 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 86,542 shares
    Change vs previous 13F +3,041 shares

    0.07% of the 13F portfolio, value $2,524,430.

    13F-HR 0001986152-25-000037 filed by Mutual 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 83,501 shares
    Change vs previous 13F -18,865 shares

    0.06% of the 13F portfolio, value $2,103,808.

    13F-HR 0001986152-25-000002 filed by Mutual 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 102,366 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,663,563.

    13F-HR 0001986152-24-000046 filed by Mutual Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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