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MBA Advisors LLC: DFAE position timeline

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

MBA Advisors LLC held 203,869 DFAE 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 203,869 shares
    Change vs previous 13F +9,309 shares

    2.79% of the 13F portfolio, value $8,197,569.

    13F-HR 0001848704-26-000003 filed by MBA 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 194,560 shares
    Change vs previous 13F +10,803 shares

    2.53% of the 13F portfolio, value $6,587,808.

    13F-HR 0001848704-26-000002 filed by MBA 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 183,757 shares
    Change vs previous 13F +36,617 shares

    2.41% of the 13F portfolio, value $5,984,965.

    13F-HR 0001848704-26-000001 filed by MBA 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 147,140 shares
    Change vs previous 13F +3,262 shares

    1.98% of the 13F portfolio, value $4,639,327.

    13F-HR 0001848704-25-000002 filed by MBA 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 143,878 shares
    Change vs previous 13F +15,491 shares

    1.92% of the 13F portfolio, value $4,165,271.

    13F-HR 0001085146-25-003959 filed by MBA 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 128,387 shares
    Change vs previous 13F +5,722 shares

    1.65% of the 13F portfolio, value $3,323,941.

    13F-HR 0001085146-25-002414 filed by MBA 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 122,665 shares
    Change vs previous 13F +5,184 shares

    1.58% of the 13F portfolio, value $3,112,005.

    13F-HR 0001085146-25-000583 filed by MBA 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 117,481 shares
    Change vs previous 13F not available

    1.55% of the 13F portfolio, value $3,220,154.

    13F-HR 0001085146-24-005131 filed by MBA Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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