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Hoxton Planning & Management, LLC: MBB position timeline

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

Hoxton Planning & Management, LLC held 39,498 MBB shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 39,498 shares
    Change vs previous 13F +5,105 shares

    0.97% of the 13F portfolio, value $3,733,319.

    13F-HR 0001954782-26-000007 filed by Hoxton Planning & Management, 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 34,393 shares
    Change vs previous 13F +3,891 shares

    0.98% of the 13F portfolio, value $3,265,615.

    13F-HR 0001954782-26-000002 filed by Hoxton Planning & 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 ended2025-12-31
    13F 30,502 shares
    Change vs previous 13F +1,331 shares

    0.87% of the 13F portfolio, value $2,904,368.

    13F-HR 0001954782-26-000001 filed by Hoxton Planning & 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 ended2025-09-30
    13F 29,171 shares
    Change vs previous 13F +3,198 shares

    0.89% of the 13F portfolio, value $2,775,596.

    13F-HR 0001954782-25-000009 filed by Hoxton Planning & 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 ended2025-06-30
    13F 25,973 shares
    Change vs previous 13F +14 shares

    0.84% of the 13F portfolio, value $2,438,614.

    13F-HR 0001954782-25-000006 filed by Hoxton Planning & 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 ended2025-03-31
    13F 25,959 shares
    Change vs previous 13F -4,893 shares

    0.93% of the 13F portfolio, value $2,434,400.

    13F-HR 0001954782-25-000005 filed by Hoxton Planning & 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 ended2024-12-31
    13F 30,852 shares
    Change vs previous 13F +1,386 shares

    1.08% of the 13F portfolio, value $2,828,515.

    13F-HR 0001954782-25-000008 filed by Hoxton Planning & 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 ended2024-09-30
    13F 29,466 shares
    Change vs previous 13F not available

    1.09% of the 13F portfolio, value $2,823,149.

    13F-HR 0001954782-24-000005 filed by Hoxton Planning & Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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