Certus Wealth Management, LLC: MBB position timeline

Certus Wealth Management, LLC held 3,068 MBB shares at 2025-09-30 per its 13F-HR filed 2025-11-07.

the latest 13F is the newest step

1. period ended2025-09-30

   13F 3,068 shares

   Change vs previous 13F -296 shares

   0.17% of the 13F portfolio, value $291,920.

   13F-HR 0001765380-25-000447 filed by Certus Wealth Management, LLC
   Filed 2025-11-07 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

2. period ended2025-06-30

   13F 3,364 shares

   Change vs previous 13F -2 shares

   0.2% of the 13F portfolio, value $315,846.

   13F-HR 0001765380-25-000265 filed by Certus Wealth Management, LLC
   Filed 2025-07-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

3. period ended2025-03-31

   13F 3,366 shares

   Change vs previous 13F -758 shares

   0.21% of the 13F portfolio, value $310,211.

   13F-HR 0001765380-25-000223 filed by Certus Wealth Management, LLC
   Filed 2025-05-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

4. period ended2024-12-31

   13F 4,124 shares

   Change vs previous 13F +312 shares

   0.25% of the 13F portfolio, value $380,233.

   13F-HR 0001765380-25-000072 filed by Certus Wealth Management, LLC
   Filed 2025-02-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

5. period ended2024-09-30

   13F 3,812 shares

   Change vs previous 13F not available

   0.25% of the 13F portfolio, value $365,228.

   13F-HR 0001765380-24-000435 filed by Certus Wealth Management, LLC
   Filed 2024-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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