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Mayflower Financial Advisors, LLC: OUNZ position timeline

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

Mayflower Financial Advisors, LLC held 35,845 OUNZ shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 35,845 shares
    Change vs previous 13F -2,880 shares

    0.12% of the 13F portfolio, value $1,383,259.

    13F-HR 0001951757-26-000942 filed by Mayflower Financial Advisors, 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 38,725 shares
    Change vs previous 13F +620 shares

    0.21% of the 13F portfolio, value $1,744,561.

    13F-HR 0001951757-26-000724 filed by Mayflower Financial Advisors, 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 38,105 shares
    Change vs previous 13F +680 shares

    0.19% of the 13F portfolio, value $1,580,595.

    13F-HR 0001951757-26-000054 filed by Mayflower Financial Advisors, 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 37,425 shares
    Change vs previous 13F +335 shares

    0.17% of the 13F portfolio, value $1,391,836.

    13F-HR 0001951757-25-001150 filed by Mayflower Financial Advisors, 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 37,090 shares
    Change vs previous 13F +3,200 shares

    0.16% of the 13F portfolio, value $1,182,800.

    13F-HR 0001951757-25-001017 filed by Mayflower Financial Advisors, 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 33,890 shares
    Change vs previous 13F +335 shares

    0.16% of the 13F portfolio, value $1,021,445.

    13F-HR 0001951757-25-000501 filed by Mayflower Financial Advisors, 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 33,555 shares
    Change vs previous 13F +1,960 shares

    0.13% of the 13F portfolio, value $848,942.

    13F-HR 0001951757-25-000102 filed by Mayflower Financial Advisors, 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 31,595 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $802,197.

    13F-HR 0001951757-24-001160 filed by Mayflower Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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