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Disclosery

Financial Advocates Investment Management: MBB position timeline

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

Financial Advocates Investment Management held 15,174 MBB shares at 2025-09-30 per its 13F-HR filed 2025-11-06.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 15,174 shares
    Change vs previous 13F -150,499 shares

    0.81% of the 13F portfolio, value $1,443,803.

    13F-HR 0001730293-25-000007 filed by Financial Advocates Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 165,673 shares
    Change vs previous 13F +11,536 shares

    1.27% of the 13F portfolio, value $15,555,066.

    13F-HR 0001730293-25-000006 filed by Financial Advocates Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 154,137 shares
    Change vs previous 13F +25,203 shares

    1.02% of the 13F portfolio, value $14,454,934.

    13F-HR 0001730293-25-000003 filed by Financial Advocates Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 128,934 shares
    Change vs previous 13F +27,734 shares

    0.67% of the 13F portfolio, value $11,820,636.

    13F-HR 0001730293-25-000001 filed by Financial Advocates Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 101,200 shares
    Change vs previous 13F -2,540 shares

    0.55% of the 13F portfolio, value $9,655,876.

    13F-HR 0001730293-24-000005 filed by Financial Advocates Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 103,740 shares
    Change vs previous 13F +7,474 shares

    0.59% of the 13F portfolio, value $9,524,349.

    13F-HR 0001730293-24-000003 filed by Financial Advocates Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 96,266 shares
    Change vs previous 13F +829 shares

    0.52% of the 13F portfolio, value $8,899,619.

    13F-HR 0001730293-24-000002 filed by Financial Advocates Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 95,437 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $8,980,017.

    13F-HR 0001730293-24-000001 filed by Financial Advocates Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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