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AAFMAA Wealth Management & Trust LLC: MBB position timeline

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

AAFMAA Wealth Management & Trust LLC held 123,856 MBB shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 123,856 shares
    Change vs previous 13F +8,077 shares

    4.09% of the 13F portfolio, value $11,706,869.

    13F-HR 0001376474-26-000472 filed by AAFMAA Wealth Management & Trust 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 115,779 shares
    Change vs previous 13F -2,710 shares

    4.26% of the 13F portfolio, value $10,993,216.

    13F-HR 0001376474-26-000279 filed by AAFMAA Wealth Management & Trust 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 118,489 shares
    Change vs previous 13F -56,898 shares

    4.42% of the 13F portfolio, value $11,282,523.

    13F-HR 0001376474-26-000017 filed by AAFMAA Wealth Management & Trust 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 175,387 shares
    Change vs previous 13F +3,394 shares

    6.62% of the 13F portfolio, value $16,688,074.

    13F-HR 0001376474-25-000883 filed by AAFMAA Wealth Management & Trust 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 171,993 shares
    Change vs previous 13F +98,656 shares

    6.68% of the 13F portfolio, value $16,148,422.

    13F-HR 0001376474-25-000615 filed by AAFMAA Wealth Management & Trust 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 73,337 shares
    Change vs previous 13F +1,803 shares

    3.12% of the 13F portfolio, value $6,877,544.

    13F-HR 0001376474-25-000327 filed by AAFMAA Wealth Management & Trust 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 71,534 shares
    Change vs previous 13F +4,637 shares

    2.87% of the 13F portfolio, value $6,558,237.

    13F-HR 0001376474-25-000067 filed by AAFMAA Wealth Management & Trust 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 66,897 shares
    Change vs previous 13F not available

    2.83% of the 13F portfolio, value $6,409,401.

    13F-HR 0001376474-24-000602 filed by AAFMAA Wealth Management & Trust LLC
    Filed (acceptance time not in the bulk data set), ingested

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