Skip to content
Disclosery

MA Private Wealth: MBB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MA Private Wealth on MBB, newest first. How the timeline and the estimate are built.

MA Private Wealth held 24,908 MBB shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,908 shares
    Change vs previous 13F +884 shares

    0.35% of the 13F portfolio, value $2,354,304.

    13F-HR 0001765380-26-000229 filed by MA Private Wealth
    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 24,024 shares
    Change vs previous 13F +1,784 shares

    0.39% of the 13F portfolio, value $2,281,079.

    13F-HR 0001765380-26-000186 filed by MA Private Wealth
    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 22,240 shares
    Change vs previous 13F +26 shares

    0.35% of the 13F portfolio, value $2,117,693.

    13F-HR 0001765380-26-000061 filed by MA Private Wealth
    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 22,214 shares
    Change vs previous 13F 0 shares

    0.36% of the 13F portfolio, value $2,113,662.

    13F-HR 0001765380-25-000437 filed by MA Private Wealth
    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 22,214 shares
    Change vs previous 13F -1,075 shares

    0.37% of the 13F portfolio, value $2,085,672.

    13F-HR 0001765380-25-000263 filed by MA Private Wealth
    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 23,289 shares
    Change vs previous 13F +1,151 shares

    0.41% of the 13F portfolio, value $2,184,042.

    13F-HR 0001765380-25-000158 filed by MA Private Wealth
    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 22,138 shares
    Change vs previous 13F +1,942 shares

    0.38% of the 13F portfolio, value $2,029,612.

    13F-HR 0001765380-25-000012 filed by MA Private Wealth
    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 20,196 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $1,934,979.

    13F-HR 0001765380-24-000399 filed by MA Private Wealth
    Filed (acceptance time not in the bulk data set), ingested

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