LAUREL OAK WEALTH MANAGEMENT, LLC: MBB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LAUREL OAK WEALTH MANAGEMENT, LLC on MBB, newest first. How the timeline and the estimate are built.
LAUREL OAK WEALTH MANAGEMENT, LLC held 8,528 MBB shares at 2026-06-30 per its 13F-HR filed 2026-07-21.
the latest 13F is the newest step
- period ended2026-06-3013F 8,528 sharesChange vs previous 13F -1,751 shares
0.12% of the 13F portfolio, value $806,067.
13F-HR 0002111403-26-000003 filed by LAUREL OAK WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 10,279 sharesChange vs previous 13F -4,109 shares
0.16% of the 13F portfolio, value $975,991.
13F-HR 0002111403-26-000002 filed by LAUREL OAK WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 14,388 sharesChange vs previous 13F not available
0.23% of the 13F portfolio, value $1,370,025.
13F-HR 0002111403-26-000001 filed by LAUREL OAK WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).