MMBG INVESTMENT ADVISORS CO.: SHV position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MMBG INVESTMENT ADVISORS CO. on SHV, newest first. How the timeline and the estimate are built.
MMBG INVESTMENT ADVISORS CO. held 29,110 SHV shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 29,110 sharesChange vs previous 13F +3,065 shares
0.25% of the 13F portfolio, value $3,212,289.
13F-HR 0001765876-26-000005 filed by MMBG INVESTMENT ADVISORS CO.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 26,045 sharesChange vs previous 13F -41,515 shares
0.26% of the 13F portfolio, value $2,875,108.
13F-HR 0001765876-26-000003 filed by MMBG INVESTMENT ADVISORS CO.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 67,560 sharesChange vs previous 13F +48,160 shares
0.63% of the 13F portfolio, value $7,441,734.
13F-HR 0001765876-26-000002 filed by MMBG INVESTMENT ADVISORS CO.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 19,400 sharesChange vs previous 13F -5 shares
0.19% of the 13F portfolio, value $2,143,506.
13F-HR 0001765876-25-000007 filed by MMBG INVESTMENT ADVISORS CO.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 19,405 sharesChange vs previous 13F +1,680 shares
0.21% of the 13F portfolio, value $2,142,700.
13F-HR 0001765876-25-000004 filed by MMBG INVESTMENT ADVISORS CO.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 17,725 sharesChange vs previous 13F -1,055 shares
0.22% of the 13F portfolio, value $1,957,904.
13F-HR 0001765876-25-000003 filed by MMBG INVESTMENT ADVISORS CO.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 18,780 sharesChange vs previous 13F -13,995 shares
0.22% of the 13F portfolio, value $2,067,866.
13F-HR 0001765876-25-000001 filed by MMBG INVESTMENT ADVISORS CO.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 32,775 sharesChange vs previous 13F not available
0.38% of the 13F portfolio, value $3,625,898.
13F-HR 0001765876-24-000006 filed by MMBG INVESTMENT ADVISORS CO.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).