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Disclosery

5T Wealth, LLC: MBB position timeline

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

5T Wealth, LLC held 33,659 MBB shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 33,659 shares
    Change vs previous 13F -1,831 shares

    1.18% of the 13F portfolio, value $3,181,184.

    13F-HR 0002085853-26-000788 filed by 5T Wealth, 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 35,490 shares
    Change vs previous 13F +3,009 shares

    1.33% of the 13F portfolio, value $3,369,807.

    13F-HR 0002085853-26-000367 filed by 5T Wealth, 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 32,481 shares
    Change vs previous 13F +2,336 shares

    1.24% of the 13F portfolio, value $3,092,537.

    13F-HR 0002085853-26-000094 filed by 5T Wealth, 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 30,145 shares
    Change vs previous 13F +3,523 shares

    1.25% of the 13F portfolio, value $2,868,193.

    13F-HR 0002085853-25-000115 filed by 5T Wealth, 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 26,622 shares
    Change vs previous 13F -93 shares

    1.27% of the 13F portfolio, value $2,499,459.

    13F-HR 0001667731-25-001046 filed by 5T Wealth, 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 26,715 shares
    Change vs previous 13F -3,266 shares

    1.43% of the 13F portfolio, value $2,505,159.

    13F-HR 0001667731-25-000485 filed by 5T Wealth, 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 29,981 shares
    Change vs previous 13F not available

    1.51% of the 13F portfolio, value $2,748,383.

    13F-HR 0001667731-25-000191 filed by 5T Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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