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CLIENT 1ST ADVISORY GROUP, LLC: MBB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CLIENT 1ST ADVISORY GROUP, LLC on MBB, newest first. How the timeline and the estimate are built.

CLIENT 1ST ADVISORY GROUP, LLC held 54,539 MBB shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 54,539 shares
    Change vs previous 13F +3,599 shares

    1.38% of the 13F portfolio, value $5,155,051.

    13F-HR 0001802816-26-000003 filed by CLIENT 1ST ADVISORY GROUP, 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 50,940 shares
    Change vs previous 13F +4,017 shares

    1.47% of the 13F portfolio, value $4,836,784.

    13F-HR 0001802816-26-000002 filed by CLIENT 1ST ADVISORY GROUP, 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 46,923 shares
    Change vs previous 13F +8,654 shares

    1.4% of the 13F portfolio, value $4,467,982.

    13F-HR 0001802816-26-000001 filed by CLIENT 1ST ADVISORY GROUP, 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 38,269 shares
    Change vs previous 13F +1,351 shares

    1.21% of the 13F portfolio, value $3,641,343.

    13F-HR 0001802816-25-000007 filed by CLIENT 1ST ADVISORY GROUP, 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 36,918 shares
    Change vs previous 13F +602 shares

    1.26% of the 13F portfolio, value $3,466,257.

    13F-HR 0001802816-25-000005 filed by CLIENT 1ST ADVISORY GROUP, 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 36,316 shares
    Change vs previous 13F -2,183 shares

    1.33% of the 13F portfolio, value $3,405,714.

    13F-HR 0001802816-25-000003 filed by CLIENT 1ST ADVISORY GROUP, 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 38,499 shares
    Change vs previous 13F +8,165 shares

    1.36% of the 13F portfolio, value $3,529,588.

    13F-HR 0000905729-25-000016 filed by CLIENT 1ST ADVISORY GROUP, 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 30,334 shares
    Change vs previous 13F not available

    1.15% of the 13F portfolio, value $2,906,301.

    13F-HR 0000905729-25-000029 filed by CLIENT 1ST ADVISORY GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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