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MN Wealth Advisors, LLC: FBCG position timeline

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

MN Wealth Advisors, LLC held 100,203 FBCG 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 100,203 shares
    Change vs previous 13F +8,438 shares

    2.65% of the 13F portfolio, value $6,223,609.

    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 91,765 shares
    Change vs previous 13F +2,900 shares

    2.24% of the 13F portfolio, value $4,599,269.

    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 88,865 shares
    Change vs previous 13F +3,089 shares

    2.46% of the 13F portfolio, value $4,873,364.

    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 85,776 shares
    Change vs previous 13F +10,689 shares

    2.44% of the 13F portfolio, value $4,562,510.

    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 75,087 shares
    Change vs previous 13F +5,010 shares

    2.11% of the 13F portfolio, value $3,622,197.

    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 70,077 shares
    Change vs previous 13F not available

    1.65% of the 13F portfolio, value $2,801,017.

    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).