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MN Wealth Advisors, LLC: BBIN position timeline

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

MN Wealth Advisors, LLC held 62,499 BBIN 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 62,499 shares
    Change vs previous 13F -5,973 shares

    2.08% of the 13F portfolio, value $4,879,961.

    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 68,472 shares
    Change vs previous 13F -7,824 shares

    2.44% of the 13F portfolio, value $5,006,730.

    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 76,296 shares
    Change vs previous 13F +1,448 shares

    2.79% of the 13F portfolio, value $5,517,743.

    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 74,848 shares
    Change vs previous 13F +958 shares

    2.8% of the 13F portfolio, value $5,249,093.

    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 73,890 shares
    Change vs previous 13F -10,473 shares

    2.9% of the 13F portfolio, value $4,987,601.

    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 84,363 shares
    Change vs previous 13F -24,212 shares

    3.05% of the 13F portfolio, value $5,188,799.

    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 108,575 shares
    Change vs previous 13F -3,533 shares

    3.49% of the 13F portfolio, value $6,199,639.

    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 112,108 shares
    Change vs previous 13F not available

    4.02% of the 13F portfolio, value $7,063,955.

    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).