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Genesis Wealth Advisors, LLC: MBB position timeline

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

Genesis Wealth Advisors, LLC held 63,935 MBB shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 63,935 shares
    Change vs previous 13F +4,768 shares

    3.61% of the 13F portfolio, value $6,043,128.

    13F-HR 0001951757-26-001152 filed by Genesis Wealth Advisors, 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 59,167 shares
    Change vs previous 13F +2,967 shares

    3.75% of the 13F portfolio, value $5,617,879.

    13F-HR 0001951757-26-000772 filed by Genesis Wealth Advisors, 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 56,200 shares
    Change vs previous 13F +557 shares

    3.67% of the 13F portfolio, value $5,351,331.

    13F-HR 0001951757-26-000433 filed by Genesis Wealth Advisors, 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 55,643 shares
    Change vs previous 13F +318 shares

    3.73% of the 13F portfolio, value $5,294,440.

    13F-HR 0001951757-25-001211 filed by Genesis Wealth Advisors, 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 55,325 shares
    Change vs previous 13F +5,984 shares

    3.9% of the 13F portfolio, value $5,194,446.

    13F-HR 0001951757-25-000859 filed by Genesis Wealth Advisors, 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 49,341 shares
    Change vs previous 13F not available

    3.75% of the 13F portfolio, value $4,627,193.

    13F-HR 0001951757-25-000512 filed by Genesis Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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