Wealth Advisory Solutions, LLC: MUB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wealth Advisory Solutions, LLC on MUB, newest first. How the timeline and the estimate are built.
Wealth Advisory Solutions, LLC held 81,254 MUB shares at 2026-06-30 per its 13F-HR filed 2026-07-24.
the latest 13F is the newest step
- period ended2026-06-3013F 81,254 sharesChange vs previous 13F +14,772 shares
1.8% of the 13F portfolio, value $8,744,555.
13F-HR 0001834802-26-000004 filed by Wealth Advisory Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 66,482 sharesChange vs previous 13F -23,676 shares
1.57% of the 13F portfolio, value $7,057,064.
13F-HR 0001834802-26-000003 filed by Wealth Advisory Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 90,158 sharesChange vs previous 13F +7,500 shares
2.25% of the 13F portfolio, value $9,656,823.
13F-HR 0001834802-26-000002 filed by Wealth Advisory Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 82,658 sharesChange vs previous 13F +178 shares
2.13% of the 13F portfolio, value $8,802,250.
13F-HR 0001834802-25-000006 filed by Wealth Advisory Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 82,480 sharesChange vs previous 13F +2,155 shares
2.18% of the 13F portfolio, value $8,617,510.
13F-HR 0001834802-25-000002 filed by Wealth Advisory Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 80,325 sharesChange vs previous 13F not available
2.24% of the 13F portfolio, value $8,469,468.
13F-HR 0001834802-25-000001 filed by Wealth Advisory Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).