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Koa Wealth Management, LLC: MBX position timeline

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

Koa Wealth Management, LLC held 17,113 MBX shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,113 shares
    Change vs previous 13F -800 shares

    0.64% of the 13F portfolio, value $944,638.

    13F-HR 0001172661-26-002703 filed by Koa Wealth 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 17,913 shares
    Change vs previous 13F -500 shares

    0.39% of the 13F portfolio, value $534,703.

    13F-HR 0001172661-26-001567 filed by Koa Wealth 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 18,413 shares
    Change vs previous 13F -8,300 shares

    0.4% of the 13F portfolio, value $580,746.

    13F-HR 0001172661-26-000393 filed by Koa Wealth 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 26,713 shares
    Change vs previous 13F -5,039 shares

    0.35% of the 13F portfolio, value $467,478.

    13F-HR 0001172661-25-004446 filed by Koa Wealth 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 31,752 shares
    Change vs previous 13F +12,356 shares

    0.29% of the 13F portfolio, value $362,290.

    13F-HR 0001172661-25-002749 filed by Koa Wealth 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 19,396 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $143,142.

    13F-HR 0001172661-25-001663 filed by Koa Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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