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Disclosery

Advisor OS, LLC: MUB position timeline

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

Advisor OS, LLC held 2,673 MUB shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,673 shares
    Change vs previous 13F +485 shares

    0.02% of the 13F portfolio, value $287,686.

    13F-HR 0001085146-26-000561 filed by Advisor OS, 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 2,188 shares
    Change vs previous 13F +195 shares

    0.02% of the 13F portfolio, value $232,248.

    13F-HR 0001085146-26-000400 filed by Advisor OS, 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 1,993 shares
    Change vs previous 13F -508 shares

    0.02% of the 13F portfolio, value $213,478.

    13F-HR 0001085146-26-000144 filed by Advisor OS, 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 2,501 shares
    Change vs previous 13F -6,390 shares

    0.02% of the 13F portfolio, value $266,331.

    13F-HR 0001085146-25-005980 filed by Advisor OS, 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 8,891 shares
    Change vs previous 13F -126 shares

    0.09% of the 13F portfolio, value $928,944.

    13F-HR 0001085146-25-005152 filed by Advisor OS, 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 9,017 shares
    Change vs previous 13F -969 shares

    0.11% of the 13F portfolio, value $950,806.

    13F-HR 0001085146-25-002654 filed by Advisor OS, 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 9,986 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,064,046.

    13F-HR 0001085146-25-000780 filed by Advisor OS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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