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BCU Wealth Advisors, LLC: MBB position timeline

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

BCU Wealth Advisors, LLC held 21,265 MBB shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,265 shares
    Change vs previous 13F +725 shares

    0.67% of the 13F portfolio, value $2,009,935.

    13F-HR 0002085853-26-000728 filed by BCU Wealth Advisors, 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 20,540 shares
    Change vs previous 13F +930 shares

    0.73% of the 13F portfolio, value $1,950,267.

    13F-HR 0002085853-26-000432 filed by BCU Wealth Advisors, 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 19,610 shares
    Change vs previous 13F -362 shares

    0.71% of the 13F portfolio, value $1,867,219.

    13F-HR 0002085853-26-000157 filed by BCU Wealth Advisors, 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 19,972 shares
    Change vs previous 13F -1,531 shares

    0.77% of the 13F portfolio, value $1,900,300.

    13F-HR 0002085853-25-000102 filed by BCU Wealth Advisors, 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 21,503 shares
    Change vs previous 13F -4 shares

    0.91% of the 13F portfolio, value $2,018,919.

    13F-HR 0001667731-25-000866 filed by BCU Wealth Advisors, 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 21,507 shares
    Change vs previous 13F +2,826 shares

    1.05% of the 13F portfolio, value $2,016,917.

    13F-HR 0001667731-25-000449 filed by BCU Wealth Advisors, 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 18,681 shares
    Change vs previous 13F +2,715 shares

    0.98% of the 13F portfolio, value $1,712,645.

    13F-HR 0001667731-25-000174 filed by BCU Wealth Advisors, 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 15,966 shares
    Change vs previous 13F not available

    0.91% of the 13F portfolio, value $1,529,737.

    13F-HR 0002003570-24-000006 filed by BCU Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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