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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

  1. period ended2026-06-30
    13F 29,110 shares
    Change 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), ingested

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

  2. period ended2026-03-31
    13F 26,045 shares
    Change 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), ingested

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

  3. period ended2025-12-31
    13F 67,560 shares
    Change 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), ingested

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

  4. period ended2025-09-30
    13F 19,400 shares
    Change 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), ingested

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

  5. period ended2025-06-30
    13F 19,405 shares
    Change 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), ingested

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

  6. period ended2025-03-31
    13F 17,725 shares
    Change 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), ingested

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

  7. period ended2024-12-31
    13F 18,780 shares
    Change 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), ingested

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

  8. period ended2024-09-30
    13F 32,775 shares
    Change 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), ingested

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