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Mutual Advisors, LLC: VOTE position timeline

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

Mutual Advisors, LLC held 123,719 VOTE 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 123,719 shares
    Change vs previous 13F -1,184 shares

    0.21% of the 13F portfolio, value $10,908,162.

    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 124,903 shares
    Change vs previous 13F -243 shares

    0.2% of the 13F portfolio, value $9,530,117.

    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 125,146 shares
    Change vs previous 13F -787 shares

    0.22% of the 13F portfolio, value $10,039,558.

    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 125,933 shares
    Change vs previous 13F +1,613 shares

    0.22% of the 13F portfolio, value $9,959,381.

    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 124,320 shares
    Change vs previous 13F -2,898 shares

    0.23% of the 13F portfolio, value $9,324,408.

    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 127,218 shares
    Change vs previous 13F +13,395 shares

    0.24% of the 13F portfolio, value $8,220,850.

    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 113,823 shares
    Change vs previous 13F +9,153 shares

    0.23% of the 13F portfolio, value $7,910,733.

    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 104,670 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $7,093,509.

    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).