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Disclosery

Bernardo Wealth Planning LLC: MMIT position timeline

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

Bernardo Wealth Planning LLC held 154,889 MMIT 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 154,889 shares
    Change vs previous 13F -3,571 shares

    0.64% of the 13F portfolio, value $3,771,543.

    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 158,460 shares
    Change vs previous 13F +8,362 shares

    0.75% of the 13F portfolio, value $3,819,671.

    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 150,098 shares
    Change vs previous 13F +6,909 shares

    0.7% of the 13F portfolio, value $3,651,876.

    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 143,189 shares
    Change vs previous 13F -1,639 shares

    0.68% of the 13F portfolio, value $3,479,495.

    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 144,828 shares
    Change vs previous 13F -19,072 shares

    0.75% of the 13F portfolio, value $3,454,000.

    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 163,900 shares
    Change vs previous 13F -5,995 shares

    0.94% of the 13F portfolio, value $3,929,000.

    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 169,895 shares
    Change vs previous 13F -25,454 shares

    0.97% of the 13F portfolio, value $4,062,200.

    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 195,349 shares
    Change vs previous 13F not available

    1.16% of the 13F portfolio, value $4,767,000.

    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).