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McNaughton Wealth Management, LLC: MBB position timeline

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

McNaughton Wealth Management, LLC held 59,347 MBB shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 59,347 shares
    Change vs previous 13F -10,850 shares

    1.86% of the 13F portfolio, value $5,318,683.

    13F-HR 0001085146-26-000835 filed by McNaughton Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 70,197 shares
    Change vs previous 13F +8,596 shares

    2.36% of the 13F portfolio, value $6,635,021.

    13F-HR 0001802691-26-000004 filed by McNaughton Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 61,601 shares
    Change vs previous 13F +1,582 shares

    2.42% of the 13F portfolio, value $5,849,006.

    13F-HR 0001802691-26-000002 filed by McNaughton Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 60,019 shares
    Change vs previous 13F +45 shares

    2.35% of the 13F portfolio, value $5,715,014.

    13F-HR 0001802691-26-000001 filed by McNaughton Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 59,974 shares
    Change vs previous 13F +2,128 shares

    2.41% of the 13F portfolio, value $5,706,537.

    13F-HR 0001085146-25-005827 filed by McNaughton Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 57,846 shares
    Change vs previous 13F -781 shares

    2.42% of the 13F portfolio, value $5,431,152.

    13F-HR 0001085146-25-004023 filed by McNaughton Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 58,627 shares
    Change vs previous 13F not available

    2.67% of the 13F portfolio, value $5,498,048.

    13F-HR 0001085146-25-001950 filed by McNaughton Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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