Skip to content
Disclosery

Mutual Advisors, LLC: KBWP position timeline

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

Mutual Advisors, LLC held 90,674 KBWP 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 90,674 shares
    Change vs previous 13F -1,617 shares

    0.22% of the 13F portfolio, value $11,494,283.

    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 92,291 shares
    Change vs previous 13F +3,141 shares

    0.24% of the 13F portfolio, value $10,980,891.

    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 89,150 shares
    Change vs previous 13F +3,989 shares

    0.24% of the 13F portfolio, value $11,348,419.

    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 85,161 shares
    Change vs previous 13F +6,404 shares

    0.22% of the 13F portfolio, value $10,091,217.

    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 78,757 shares
    Change vs previous 13F +7,137 shares

    0.23% of the 13F portfolio, value $9,303,689.

    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 71,620 shares
    Change vs previous 13F +1,820 shares

    0.24% of the 13F portfolio, value $8,407,501.

    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 69,800 shares
    Change vs previous 13F -590 shares

    0.23% of the 13F portfolio, value $8,093,362.

    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 70,390 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $8,288,444.

    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).