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Mutual Advisors, LLC
Filer Snapshot
Mutual Advisors, LLC
CIK 0001694080 . SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.
Entity Type
Company
Total Filings
36
Latest Filing
04 May 2026
Industry
n/a
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Open 13F if you want portfolio holdings.
Open 13D/G or insider pages only when this CIK has those rows.
Business address
9140 W Dodge Rd, Suite 230, Omaha, NE, 68140
Top securities (13F)
STATE STR SPDR S&P 500 ETF T, APPLE INC, ISHARES TR, ISHARES TR, BERKSHIRE HATHAWAY INC DEL, MICROSOFT CORP, VANGUARD INDEX FDS, ELI LILLY & CO, NVIDIA CORPORATION, VANGUARD TAX-MANAGED FDS, ISHARES TR, AMAZON COM INC, INVESCO QQQ TR, ALPHABET INC, ALPHABET INC, VANGUARD INTL EQUITY INDEX F, PIMCO ETF TR, SPDR SERIES TRUST, META PLATFORMS INC, and VANGUARD WHITEHALL FDS
State of incorporation
NE
Fiscal year end
31 December
Filer intelligence
What SEC filings say about Mutual Advisors, LLC
A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.
Quick read
Latest parsed 13F shows $4.39B across 1,309 reported holdings for Q1 2026.
Largest parsed 13F holding: STATE STR SPDR S&P 500 ETF T at $260.55M.
SEC source mix
Counts show available parsed rows, not one combined ownership total.
XML parsed
13F portfolio
1,309 rows
Quarterly institutional portfolio holdings.
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13D/G stakes
No rows yet
Beneficial ownership and large-stake disclosures.
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Forms 3/4/5
No rows yet
Officer, director, and 10% owner holdings or transactions.
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Top parsed 13F holdings
Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.
Q1 2026 - 04 May 2026
State Str Spdr S&P 500 Etf T
$260.55M
Apple Inc
$162.26M
Ishares Tr
$134.97M
Ishares Tr
$102.92M
Berkshire Hathaway Inc Del
$102.69M
Latest update
What changed recently for Mutual Advisors, LLC
New filing available
Latest 13F period: Q1 2026. Open the source-backed page to inspect the fresh filing or facts context.
Update date
04 May 2026
Page type
Filer profile
Latest period
Q1 2026
Institutional portfolio context was refreshed from a 13F filing filed on 04 May 2026.
Benchmark Context
Benchmark context for this company
Mutual Advisors, LLC has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.
Compared with
Start on the facts page for period-to-period context, then open a metric ranking when you want to compare the same reported fact across other SEC-reporting companies.
Why this is notable
Latest 13F period: Q1 2026. That gives you a fresh baseline before you compare this company with peers.
Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
Open the facts page first if you want the cleanest path to verification.
Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.
Filer Overview
Mutual Advisors, LLC has filed 36 SEC EDGAR filings since 12 Feb 2018.
Common forms include 13F-HR, N-PX.
Latest Filings
Recent SEC filings for Mutual Advisors, LLC with direct links to document and filing folders.
13F-HR
File 028-18374
13F-HR filing
Filing date
04 May 2026
Reporting date
31 Mar 2026
Next action
Verify source filing
13F-HR
File 028-18374
13F-HR filing
Filing date
02 Feb 2026
Reporting date
31 Dec 2025
Next action
Verify source filing
13F-HR
File 028-18374
13F-HR filing
Filing date
04 Nov 2025
Reporting date
30 Sep 2025
Next action
Verify source filing
N-PX
File 028-18374
N-PX filing
Filing date
26 Aug 2025
Reporting date
30 Jun 2025
Next action
Verify source filing
13F-HR
File 028-18374
13F-HR filing
Filing date
28 Jul 2025
Reporting date
30 Jun 2025
Next action
Verify source filing
13F-HR
File 028-18374
13F-HR filing
Filing date
28 Apr 2025
Reporting date
31 Mar 2025
Next action
Verify source filing
13F-HR
File 028-18374
13F-HR filing
Filing date
17 Jan 2025
Reporting date
31 Dec 2024
Next action
Verify source filing
13F-HR
File 028-18374
13F-HR filing
Filing date
25 Oct 2024
Reporting date
30 Sep 2024
Next action
Verify source filing
N-PX
File 028-18374
N-PX filing
Filing date
30 Jul 2024
Reporting date
30 Jun 2024
Next action
Verify source filing
13F-HR
File 028-18374
13F-HR filing
Filing date
30 Jul 2024
Reporting date
30 Jun 2024
Next action
Verify source filing
13F-HR
File 028-18374
13F-HR filing
Filing date
02 May 2024
Reporting date
31 Mar 2024
Next action
Verify source filing
13F-HR
File 028-18374
13F-HR filing
Filing date
12 Jan 2024
Reporting date
31 Dec 2023
Next action
Verify source filing
13F-HR
File 028-18374
13F-HR filing
Filing date
13 Nov 2023
Reporting date
30 Sep 2023
Next action
Verify source filing
13F-HR
File 028-18374
13F-HR filing
Filing date
31 Jul 2023
Reporting date
30 Jun 2023
Next action
Verify source filing
13F-HR
File 028-18374
13F-HR filing
Filing date
11 Apr 2023
Reporting date
31 Mar 2023
Next action
Verify source filing
13F-HR
File 028-18374
13F-HR filing
Filing date
12 Jan 2023
Reporting date
31 Dec 2022
Next action
Verify source filing
13F-HR
File 028-18374
13F-HR filing
Filing date
03 Nov 2022
Reporting date
30 Sep 2022
Next action
Verify source filing
13F-HR
File 028-18374
13F-HR filing
Filing date
15 Aug 2022
Reporting date
30 Jun 2022
Next action
Verify source filing
13F-HR
File 028-18374
13F-HR filing
Filing date
09 May 2022
Reporting date
31 Mar 2022
Next action
Verify source filing
13F-HR
File 028-18374
13F-HR filing
Filing date
14 Feb 2022
Reporting date
31 Dec 2021
Next action
Verify source filing
13F-HR
File 028-18374
13F-HR filing
Filing date
15 Nov 2021
Reporting date
30 Sep 2021
Next action
Verify source filing
13F-HR
File 028-18374
13F-HR filing
Filing date
12 Aug 2021
Reporting date
30 Jun 2021
Next action
Verify source filing
13F-HR
File 028-18374
13F-HR filing
Filing date
13 May 2021
Reporting date
31 Mar 2021
Next action
Verify source filing
13F-HR
File 028-18374
13F-HR filing
Filing date
11 Feb 2021
Reporting date
31 Dec 2020
Next action
Verify source filing
13F-HR
File 028-18374
13F-HR filing
Filing date
13 Nov 2020
Reporting date
30 Sep 2020
Next action
Verify source filing
13F-HR
File 028-18374
13F-HR filing
Filing date
05 Aug 2020
Reporting date
30 Jun 2020
Next action
Verify source filing
13F-HR
File 028-18374
13F-HR filing
Filing date
13 May 2020
Reporting date
31 Mar 2020
Next action
Verify source filing
13F-HR
File 028-18374
13F-HR filing
Filing date
11 Feb 2020
Reporting date
31 Dec 2019
Next action
Verify source filing
13F-HR
File 028-18374
13F-HR filing
Filing date
01 Nov 2019
Reporting date
30 Sep 2019
Next action
Verify source filing
13F-HR
File 028-18374
13F-HR filing
Filing date
15 Aug 2019
Reporting date
30 Jun 2019
Next action
Verify source filing
13F-HR
File 028-18374
13F-HR filing
Filing date
15 May 2019
Reporting date
31 Mar 2019
Next action
Verify source filing
13F-HR
File 028-18374
13F-HR filing
Filing date
15 Feb 2019
Reporting date
31 Dec 2018
Next action
Verify source filing
13F-HR
File 028-18374
13F-HR filing
Filing date
15 Nov 2018
Reporting date
30 Sep 2018
Next action
Verify source filing
13F-HR
File 028-18374
13F-HR filing
Filing date
15 Aug 2018
Reporting date
30 Jun 2018
Next action
Verify source filing
13F-HR
File 028-18374
13F-HR filing
Filing date
11 May 2018
Reporting date
31 Mar 2018
Next action
Verify source filing
13F-HR
File 028-18374
13F-HR filing
Filing date
12 Feb 2018
Reporting date
31 Dec 2017
Next action
Verify source filing
About this filer
Mutual Advisors, LLC files with the SEC under CIK 0001694080. This page aggregates EDGAR filings and related ownership activity.
FAQ
What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.
CIK / security context first
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