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Savvy Advisors, Inc.: MUB position timeline

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

Savvy Advisors, Inc. held 434,940 MUB shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 434,940 shares
    Change vs previous 13F +54,031 shares

    1% of the 13F portfolio, value $46,808,248.

    13F-HR 0002003633-26-000004 filed by Savvy Advisors, Inc.
    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 380,909 shares
    Change vs previous 13F +108,427 shares

    1.08% of the 13F portfolio, value $40,433,443.

    13F-HR 0002003633-26-000003 filed by Savvy 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 ended2025-12-31
    13F 272,482 shares
    Change vs previous 13F +73,519 shares

    0.94% of the 13F portfolio, value $29,185,513.

    13F-HR 0002003633-26-000001 filed by Savvy 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 ended2025-09-30
    13F 198,963 shares
    Change vs previous 13F +82,797 shares

    0.97% of the 13F portfolio, value $21,187,518.

    13F-HR 0002003633-25-000008 filed by Savvy 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 ended2025-06-30
    13F 116,166 shares
    Change vs previous 13F +38,275 shares

    0.81% of the 13F portfolio, value $12,136,986.

    13F-HR 0002003633-25-000005 filed by Savvy 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 ended2025-03-31
    13F 77,891 shares
    Change vs previous 13F +8,929 shares

    0.83% of the 13F portfolio, value $8,212,831.

    13F-HR 0002003633-25-000004 filed by Savvy 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 ended2024-12-31
    13F 68,962 shares
    Change vs previous 13F +33,466 shares

    0.88% of the 13F portfolio, value $7,347,904.

    13F-HR 0002003633-25-000002 filed by Savvy 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 ended2024-09-30
    13F 35,496 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $3,855,957.

    13F-HR 0002003633-24-000005 filed by Savvy Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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