MBA Advisors LLC: WM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MBA Advisors LLC on WM, newest first. How the timeline and the estimate are built.
MBA Advisors LLC held 2,411 WM shares at 2026-06-30 per its 13F-HR filed 2026-07-28.
the latest 13F is the newest step
- period ended2026-06-3013F 2,411 sharesChange vs previous 13F +526 shares
0.18% of the 13F portfolio, value $537,426.
13F-HR 0001848704-26-000003 filed by MBA Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,885 sharesChange vs previous 13F +83 shares
0.17% of the 13F portfolio, value $433,219.
13F-HR 0001848704-26-000002 filed by MBA Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,802 sharesChange vs previous 13F -11 shares
0.16% of the 13F portfolio, value $395,979.
13F-HR 0001848704-26-000001 filed by MBA Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,813 sharesChange vs previous 13F +17 shares
0.17% of the 13F portfolio, value $400,427.
13F-HR 0001848704-25-000002 filed by MBA Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,796 sharesChange vs previous 13F +36 shares
0.19% of the 13F portfolio, value $411,025.
13F-HR 0001085146-25-003959 filed by MBA Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 1,760 sharesChange vs previous 13F +127 shares
0.2% of the 13F portfolio, value $407,523.
13F-HR 0001085146-25-002414 filed by MBA Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 1,633 sharesChange vs previous 13F +112 shares
0.17% of the 13F portfolio, value $329,580.
13F-HR 0001085146-25-000583 filed by MBA Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 1,521 sharesChange vs previous 13F not available
0.15% of the 13F portfolio, value $315,818.
13F-HR 0001085146-24-005131 filed by MBA Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).