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Disclosery

Financial Advisory Group: MBB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Financial Advisory Group on MBB, newest first. How the timeline and the estimate are built.

Financial Advisory Group held 24,954 MBB shares at 2024-03-31 per its 13F-HR filed 2024-05-10.

the latest 13F is the newest step

  1. period ended2024-03-31
    13F 24,954 shares
    Change vs previous 13F -14,713 shares

    0.41% of the 13F portfolio, value $2,306,249.

    13F-HR 0001539338-24-000004 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2023-12-31
    13F 39,667 shares
    Change vs previous 13F +2,047 shares

    0.71% of the 13F portfolio, value $3,731,871.

    13F-HR 0001539338-24-000002 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2023-09-30
    13F 37,620 shares
    Change vs previous 13F -23,885 shares

    0.69% of the 13F portfolio, value $3,340,656.

    13F-HR 0001539338-23-000009 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-06-30
    13F 61,505 shares
    Change vs previous 13F -20,563 shares

    1.13% of the 13F portfolio, value $5,736,264.

    13F-HR 0001539338-23-000006 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-03-31
    13F 82,068 shares
    Change vs previous 13F -46,540 shares

    1.57% of the 13F portfolio, value $7,774,302.

    13F-HR 0001539338-23-000005 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2022-12-31
    13F 128,608 shares
    Change vs previous 13F +56,749 shares

    2.53% of the 13F portfolio, value $11,928,000.

    13F-HR 0001539338-23-000001 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2022-09-30
    13F 71,859 shares
    Change vs previous 13F +33,953 shares

    1.48% of the 13F portfolio, value $6,581,000.

    13F-HR 0001539338-22-000005 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-06-30
    13F 37,906 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $3,695,000.

    13F-HR 0001539338-22-000004 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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