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MN Wealth Advisors, LLC: BBAG position timeline

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

MN Wealth Advisors, LLC held 13,182 BBAG shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,182 shares
    Change vs previous 13F -4,556 shares

    0.26% of the 13F portfolio, value $605,742.

    13F-HR 0001992972-26-000004 filed by MN Wealth 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 17,738 shares
    Change vs previous 13F +2,429 shares

    0.4% of the 13F portfolio, value $818,828.

    13F-HR 0001992972-26-000002 filed by MN Wealth 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 15,309 shares
    Change vs previous 13F -17 shares

    0.36% of the 13F portfolio, value $710,659.

    13F-HR 0001992972-26-000001 filed by MN Wealth 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 15,326 shares
    Change vs previous 13F -986 shares

    0.38% of the 13F portfolio, value $715,297.

    13F-HR 0001992972-25-000007 filed by MN Wealth 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 16,312 shares
    Change vs previous 13F -718 shares

    0.44% of the 13F portfolio, value $753,147.

    13F-HR 0001992972-25-000005 filed by MN Wealth 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 17,030 shares
    Change vs previous 13F -963 shares

    0.46% of the 13F portfolio, value $785,271.

    13F-HR 0001992972-25-000002 filed by MN Wealth 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 17,993 shares
    Change vs previous 13F -8,070 shares

    0.46% of the 13F portfolio, value $812,928.

    13F-HR 0001992972-25-000001 filed by MN Wealth 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 26,063 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $1,233,328.

    13F-HR 0001992972-24-000004 filed by MN Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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