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MN Wealth Advisors, LLC: BBUS position timeline

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

MN Wealth Advisors, LLC held 290,843 BBUS 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 290,843 shares
    Change vs previous 13F +37,030 shares

    16.69% of the 13F portfolio, value $39,182,394.

    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 253,813 shares
    Change vs previous 13F +6,594 shares

    14.48% of the 13F portfolio, value $29,741,863.

    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 247,219 shares
    Change vs previous 13F +14,602 shares

    15.41% of the 13F portfolio, value $30,484,601.

    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 232,617 shares
    Change vs previous 13F +6,608 shares

    15% of the 13F portfolio, value $28,067,662.

    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 226,009 shares
    Change vs previous 13F -44,766 shares

    14.72% of the 13F portfolio, value $25,295,034.

    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 270,775 shares
    Change vs previous 13F -24,289 shares

    16.05% of the 13F portfolio, value $27,318,566.

    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 295,064 shares
    Change vs previous 13F -2,525 shares

    17.59% of the 13F portfolio, value $31,253,255.

    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 297,589 shares
    Change vs previous 13F not available

    17.54% of the 13F portfolio, value $30,824,371.

    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).