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CONFLUENCE INVESTMENT MANAGEMENT LLC: MBB position timeline

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

CONFLUENCE INVESTMENT MANAGEMENT LLC held 290,234 MBB shares at 2026-09-30 per its 13F-HR filed 2026-10-01.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 290,234 shares
    Change vs previous 13F -13,294 shares

    0.44% of the 13F portfolio, value $26,010,794.

    13F-HR 0001442056-26-000011 filed by CONFLUENCE INVESTMENT MANAGEMENT LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 303,528 shares
    Change vs previous 13F -29,406 shares

    0.45% of the 13F portfolio, value $28,689,443.

    13F-HR 0001442056-26-000006 filed by CONFLUENCE INVESTMENT MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 332,934 shares
    Change vs previous 13F -11,756 shares

    0.49% of the 13F portfolio, value $31,612,060.

    13F-HR 0001442056-26-000004 filed by CONFLUENCE INVESTMENT MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 344,690 shares
    Change vs previous 13F -21,807 shares

    0.49% of the 13F portfolio, value $32,821,353.

    13F-HR 0001442056-26-000002 filed by CONFLUENCE INVESTMENT MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 366,497 shares
    Change vs previous 13F +78,136 shares

    0.5% of the 13F portfolio, value $34,872,160.

    13F-HR 0001442056-25-000002 filed by CONFLUENCE INVESTMENT MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 288,361 shares
    Change vs previous 13F -2,251 shares

    0.38% of the 13F portfolio, value $27,074,185.

    13F-HR 0001636661-25-000005 filed by CONFLUENCE INVESTMENT MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 290,612 shares
    Change vs previous 13F -3,367 shares

    0.39% of the 13F portfolio, value $27,253,565.

    13F-HR 0001636661-25-000004 filed by CONFLUENCE INVESTMENT MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 293,979 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $26,952,023.

    13F-HR 0001636661-25-000002 filed by CONFLUENCE INVESTMENT MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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