M Holdings Securities, Inc.: BAPR position timeline

M Holdings Securities, Inc. held 0 BAPR shares at 2025-09-30 per its 13F-HR filed 2025-11-13.

the latest 13F is the newest step

1. period ended2025-09-30

   13F 0 shares

   Change vs previous 13F -15,740 shares

   13F-HR 0001569638-25-000007 filed by M Holdings Securities, Inc.
   Filed 2025-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-06-30

   13F 15,740 shares

   Change vs previous 13F -3,080 shares

   0.12% of the 13F portfolio, value $711,000.

   13F-HR 0001569638-25-000006 filed by M Holdings Securities, Inc.
   Filed 2025-08-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

3. period ended2025-03-31

   13F 18,820 shares

   Change vs previous 13F 0 shares

   0.13% of the 13F portfolio, value $799,000.

   13F-HR 0001569638-25-000003 filed by M Holdings Securities, Inc.
   Filed 2025-05-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

4. period ended2024-12-31

   13F/A 18,820 shares

   Change vs previous 13F 0 shares

   0.13% of the 13F portfolio, value $834,000.

   13F-HR/A 0001569638-25-000002 filed by M Holdings Securities, Inc.
   Filed 2025-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

5. period ended2024-09-30

   13F 18,820 shares

   Change vs previous 13F not available

   0.21% of the 13F portfolio, value $816,000.

   13F-HR 0001569638-24-000008 filed by M Holdings Securities, Inc.
   Filed 2024-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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