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Disclosery

MN Wealth Advisors, LLC: CPB position timeline

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

MN Wealth Advisors, LLC held 0 CPB shares at 2025-12-31 per its 13F-HR filed 2026-02-02.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -19,106 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 19,106 shares
    Change vs previous 13F -78 shares

    0.32% of the 13F portfolio, value $603,375.

    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).

  3. period ended2025-06-30
    13F 19,184 shares
    Change vs previous 13F -2 shares

    0.34% of the 13F portfolio, value $587,992.

    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).

  4. period ended2025-03-31
    13F 19,186 shares
    Change vs previous 13F -126 shares

    0.45% of the 13F portfolio, value $765,908.

    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).

  5. period ended2024-12-31
    13F 19,312 shares
    Change vs previous 13F +88 shares

    0.46% of the 13F portfolio, value $808,788.

    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).

  6. period ended2024-09-30
    13F 19,224 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $940,469.

    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).