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Disclosery

Unify Financial Advisors: MUB position timeline

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

Unify Financial Advisors held 6,240 MUB shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,240 shares
    Change vs previous 13F +610 shares

    0.62% of the 13F portfolio, value $671,549.

    13F-HR 0001420506-26-001261 filed by Unify Financial Advisors
    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 5,630 shares
    Change vs previous 13F +200 shares

    0.62% of the 13F portfolio, value $597,625.

    13F-HR 0001420506-26-000717 filed by Unify Financial Advisors
    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 5,430 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $581,607.

    13F-HR 0001420506-26-000654 filed by Unify Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

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