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RTD Financial Advisors, Inc.: MUB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of RTD Financial Advisors, Inc. on MUB, newest first. How the timeline and the estimate are built.

RTD Financial Advisors, Inc. held 155,559 MUB shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 155,559 shares
    Change vs previous 13F -10,283 shares

    1.72% of the 13F portfolio, value $15,726,971.

    13F-HR 0002085853-26-001132 filed by RTD Financial Advisors, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 165,842 shares
    Change vs previous 13F -3,615 shares

    1.95% of the 13F portfolio, value $17,847,961.

    13F-HR 0002085853-26-000702 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 169,457 shares
    Change vs previous 13F -5,587 shares

    2.21% of the 13F portfolio, value $17,987,905.

    13F-HR 0002085853-26-000354 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 175,044 shares
    Change vs previous 13F -14,193 shares

    2.29% of the 13F portfolio, value $18,749,008.

    13F-HR 0002085853-26-000107 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 189,237 shares
    Change vs previous 13F +5,874 shares

    2.42% of the 13F portfolio, value $20,151,840.

    13F-HR 0002085853-25-000083 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 183,363 shares
    Change vs previous 13F -16,055 shares

    2.45% of the 13F portfolio, value $19,157,758.

    13F-HR 0001667731-25-000803 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 199,418 shares
    Change vs previous 13F +4,483 shares

    2.83% of the 13F portfolio, value $21,026,626.

    13F-HR 0001667731-25-000437 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 194,935 shares
    Change vs previous 13F not available

    2.66% of the 13F portfolio, value $20,770,316.

    13F-HR 0001667731-25-000067 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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