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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

  1. period ended2026-06-30
    13F 81,254 shares
    Change 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), ingested

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

  2. period ended2026-03-31
    13F 66,482 shares
    Change 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), ingested

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

  3. period ended2025-12-31
    13F 90,158 shares
    Change 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), ingested

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

  4. period ended2025-09-30
    13F 82,658 shares
    Change 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), ingested

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

  5. period ended2025-06-30
    13F 82,480 shares
    Change 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), ingested

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

  6. period ended2025-03-31
    13F 80,325 shares
    Change 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), ingested

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