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Disclosery

LPL Financial LLC: MBWM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LPL Financial LLC on MBWM, newest first. How the timeline and the estimate are built.

LPL Financial LLC held 14,334 MBWM 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 14,334 shares
    Change vs previous 13F -85 shares

    <0.01% of the 13F portfolio, value $823,086.

    13F-HR 0001403438-26-000004 filed by LPL Financial 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 14,419 shares
    Change vs previous 13F +249 shares

    <0.01% of the 13F portfolio, value $728,192.

    13F-HR 0001403438-26-000002 filed by LPL Financial 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 14,170 shares
    Change vs previous 13F -965 shares

    <0.01% of the 13F portfolio, value $681,574.

    13F-HR 0001403438-26-000001 filed by LPL Financial 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 15,135 shares
    Change vs previous 13F +461 shares

    <0.01% of the 13F portfolio, value $681,110.

    13F-HR 0001403438-25-000006 filed by LPL Financial 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 14,674 shares
    Change vs previous 13F +661 shares

    <0.01% of the 13F portfolio, value $681,054.

    13F-HR 0001403438-25-000005 filed by LPL Financial 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 14,013 shares
    Change vs previous 13F +3,172 shares

    <0.01% of the 13F portfolio, value $608,760.

    13F-HR 0001403438-25-000003 filed by LPL Financial 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 10,841 shares
    Change vs previous 13F +1,622 shares

    <0.01% of the 13F portfolio, value $482,352.

    13F-HR 0001403438-25-000002 filed by LPL Financial 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 9,219 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $403,089.

    13F-HR 0001403438-24-000004 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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