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Beckerman Institutional, LLC: MTBA position timeline

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

Beckerman Institutional, LLC held 65,670 MTBA shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 65,670 shares
    Change vs previous 13F +800 shares

    1.53% of the 13F portfolio, value $3,222,431.

    13F-HR 0002043468-26-000003 filed by Beckerman Institutional, 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 64,870 shares
    Change vs previous 13F +21,241 shares

    1.7% of the 13F portfolio, value $3,208,471.

    13F-HR 0002043468-26-000002 filed by Beckerman Institutional, 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 43,629 shares
    Change vs previous 13F 0 shares

    1.23% of the 13F portfolio, value $2,199,339.

    13F-HR 0002043468-26-000001 filed by Beckerman Institutional, 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 43,629 shares
    Change vs previous 13F +8,049 shares

    1.29% of the 13F portfolio, value $2,196,721.

    13F-HR 0002043468-25-000006 filed by Beckerman Institutional, 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 35,580 shares
    Change vs previous 13F +1,947 shares

    1.18% of the 13F portfolio, value $1,782,000.

    13F-HR 0002043468-25-000004 filed by Beckerman Institutional, 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 33,633 shares
    Change vs previous 13F +2,200 shares

    1.22% of the 13F portfolio, value $1,686,000.

    13F-HR 0002043468-25-000003 filed by Beckerman Institutional, 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 31,433 shares
    Change vs previous 13F +13,171 shares

    1.25% of the 13F portfolio, value $1,562,000.

    13F-HR 0002043468-25-000001 filed by Beckerman Institutional, 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 18,262 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $940,000.

    13F-HR 0002043468-24-000001 filed by Beckerman Institutional, LLC
    Filed (acceptance time not in the bulk data set), ingested

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