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Wealthspire Advisors, LLC: MUB position timeline

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

Wealthspire Advisors, LLC held 568,001 MUB shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 568,001 shares
    Change vs previous 13F +55,532 shares

    0.34% of the 13F portfolio, value $61,128,309.

    13F-HR 0001646247-26-000005 filed by Wealthspire Advisors, 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 512,469 shares
    Change vs previous 13F -96,641 shares

    0.43% of the 13F portfolio, value $54,398,579.

    13F-HR 0001646247-26-000003 filed by Wealthspire Advisors, 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 609,110 shares
    Change vs previous 13F -363,494 shares

    0.52% of the 13F portfolio, value $65,241,793.

    13F-HR 0001646247-26-000001 filed by Wealthspire Advisors, 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 972,604 shares
    Change vs previous 13F -240,986 shares

    0.54% of the 13F portfolio, value $103,572,500.

    13F-HR 0001646247-25-000006 filed by Wealthspire Advisors, 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 1,213,590 shares
    Change vs previous 13F +179,310 shares

    0.71% of the 13F portfolio, value $126,795,802.

    13F-HR 0001646247-25-000005 filed by Wealthspire Advisors, 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 1,034,280 shares
    Change vs previous 13F +449,545 shares

    0.65% of the 13F portfolio, value $109,054,478.

    13F-HR 0001646247-25-000004 filed by Wealthspire Advisors, LLC
    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 584,735 shares
    Change vs previous 13F -13,148 shares

    0.62% of the 13F portfolio, value $62,303,494.

    13F-HR 0001646247-25-000001 filed by Wealthspire Advisors, LLC
    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 597,883 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $64,948,035.

    13F-HR 0001646247-24-000004 filed by Wealthspire Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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