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MN Wealth Advisors, LLC: BBMC position timeline

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

MN Wealth Advisors, LLC held 3,629 BBMC 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 3,629 shares
    Change vs previous 13F -9 shares

    0.2% of the 13F portfolio, value $461,528.

    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 3,638 shares
    Change vs previous 13F -82 shares

    0.19% of the 13F portfolio, value $394,479.

    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 3,720 shares
    Change vs previous 13F -14 shares

    0.2% of the 13F portfolio, value $396,731.

    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 3,734 shares
    Change vs previous 13F -82 shares

    0.21% of the 13F portfolio, value $388,348.

    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 3,816 shares
    Change vs previous 13F -536 shares

    0.22% of the 13F portfolio, value $371,933.

    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 4,352 shares
    Change vs previous 13F -2,965 shares

    0.23% of the 13F portfolio, value $392,244.

    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 7,317 shares
    Change vs previous 13F +2,188 shares

    0.4% of the 13F portfolio, value $704,195.

    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 5,129 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $484,559.

    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).