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Advus Financial Partners, LLC: MBB position timeline

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

Advus Financial Partners, LLC held 53,956 MBB shares at 2026-06-30 per its 13F-HR/A filed 2026-10-02.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 53,956 shares
    Change vs previous 13F +1,022 shares

    1.45% of the 13F portfolio, value $5,099,919.

    13F-HR/A 0002150676-26-000044 filed by Advus Financial Partners, LLC
    Accepted , ingested

  2. period ended2026-03-31
    13F/A 52,934 shares
    Change vs previous 13F +172 shares

    1.9% of the 13F portfolio, value $5,026,083.

    13F-HR/A 0002150676-26-000043 filed by Advus Financial Partners, LLC
    Accepted , ingested

  3. period ended2025-12-31
    13F/A 52,762 shares
    Change vs previous 13F +328 shares

    1.81% of the 13F portfolio, value $5,023,998.

    13F-HR/A 0002150676-26-000042 filed by Advus Financial Partners, LLC
    Accepted , ingested

  4. period ended2025-09-30
    13F/A 52,434 shares
    Change vs previous 13F +500 shares

    1.85% of the 13F portfolio, value $4,989,095.

    13F-HR/A 0002150676-26-000041 filed by Advus Financial Partners, LLC
    Accepted , ingested

  5. period ended2025-06-30
    13F/A 51,934 shares
    Change vs previous 13F -454 shares

    1.93% of the 13F portfolio, value $4,876,083.

    13F-HR/A 0002150676-26-000040 filed by Advus Financial Partners, LLC
    Accepted , ingested

  6. period ended2025-03-31
    13F/A 52,388 shares
    Change vs previous 13F -1,367 shares

    2.1% of the 13F portfolio, value $4,912,947.

    13F-HR/A 0002150676-26-000039 filed by Advus Financial Partners, LLC
    Accepted , ingested

  7. period ended2024-12-31
    13F/A 53,755 shares
    Change vs previous 13F +3,022 shares

    2.11% of the 13F portfolio, value $4,928,258.

    13F-HR/A 0002150676-26-000038 filed by Advus Financial Partners, LLC
    Accepted , ingested

  8. period ended2024-09-30
    13F/A 50,733 shares
    Change vs previous 13F not available

    2.04% of the 13F portfolio, value $4,860,729.

    13F-HR/A 0002150676-26-000037 filed by Advus Financial Partners, LLC
    Accepted , ingested