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Bernardo Wealth Planning LLC: MBB position timeline

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

Bernardo Wealth Planning LLC held 148,098 MBB shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 148,098 shares
    Change vs previous 13F +6,159 shares

    2.39% of the 13F portfolio, value $13,998,196.

    13F-HR 0001765595-26-000003 filed by Bernardo Wealth Planning 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 141,939 shares
    Change vs previous 13F +5,615 shares

    2.64% of the 13F portfolio, value $13,477,082.

    13F-HR 0001765595-26-000002 filed by Bernardo Wealth Planning 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 136,324 shares
    Change vs previous 13F +2,830 shares

    2.47% of the 13F portfolio, value $12,980,765.

    13F-HR 0001765595-26-000001 filed by Bernardo Wealth Planning 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 133,494 shares
    Change vs previous 13F +26,009 shares

    2.49% of the 13F portfolio, value $12,701,942.

    13F-HR 0001765595-25-000007 filed by Bernardo Wealth Planning 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 107,485 shares
    Change vs previous 13F +2,132 shares

    2.19% of the 13F portfolio, value $10,092,000.

    13F-HR 0001765595-25-000006 filed by Bernardo Wealth Planning 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/A 105,353 shares
    Change vs previous 13F +2,326 shares

    2.36% of the 13F portfolio, value $9,880,000.

    13F-HR/A 0001765595-25-000004 filed by Bernardo Wealth Planning 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 103,027 shares
    Change vs previous 13F +28,791 shares

    2.23% of the 13F portfolio, value $9,325,999.

    13F-HR 0001765595-25-000001 filed by Bernardo Wealth Planning 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 74,236 shares
    Change vs previous 13F not available

    1.69% of the 13F portfolio, value $6,983,000.

    13F-HR 0001765595-24-000005 filed by Bernardo Wealth Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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