Skip to content
Disclosery

Mutual Advisors, LLC: TAXF position timeline

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

Mutual Advisors, LLC held 38,074 TAXF 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 38,074 shares
    Change vs previous 13F +2,509 shares

    0.04% of the 13F portfolio, value $1,935,468.

    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 35,565 shares
    Change vs previous 13F +826 shares

    0.04% of the 13F portfolio, value $1,780,039.

    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 34,739 shares
    Change vs previous 13F +126 shares

    0.04% of the 13F portfolio, value $1,750,169.

    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 34,613 shares
    Change vs previous 13F +1,660 shares

    0.04% of the 13F portfolio, value $1,753,824.

    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 32,953 shares
    Change vs previous 13F +3,122 shares

    0.04% of the 13F portfolio, value $1,598,000.

    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 29,831 shares
    Change vs previous 13F -7,678 shares

    0.04% of the 13F portfolio, value $1,451,578.

    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 37,509 shares
    Change vs previous 13F +1,173 shares

    0.05% of the 13F portfolio, value $1,876,074.

    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 36,336 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,832,797.

    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).