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NAPLES GLOBAL ADVISORS, LLC: MBB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of NAPLES GLOBAL ADVISORS, LLC on MBB, newest first. How the timeline and the estimate are built.

NAPLES GLOBAL ADVISORS, LLC held 40,867 MBB 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 40,867 shares
    Change vs previous 13F +4,343 shares

    0.24% of the 13F portfolio, value $3,862,749.

    13F-HR 0001582151-26-000007 filed by NAPLES GLOBAL 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 36,524 shares
    Change vs previous 13F +3,811 shares

    0.25% of the 13F portfolio, value $3,467,954.

    13F-HR 0001582151-26-000002 filed by NAPLES GLOBAL 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 32,713 shares
    Change vs previous 13F +4,862 shares

    0.23% of the 13F portfolio, value $3,114,932.

    13F-HR 0001582151-26-000001 filed by NAPLES GLOBAL 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 27,851 shares
    Change vs previous 13F +6,753 shares

    0.21% of the 13F portfolio, value $2,650,023.

    13F-HR 0001582151-25-000008 filed by NAPLES GLOBAL 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 21,098 shares
    Change vs previous 13F +2,453 shares

    0.17% of the 13F portfolio, value $1,980,892.

    13F-HR 0001582151-25-000003 filed by NAPLES GLOBAL 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 18,645 shares
    Change vs previous 13F +3,199 shares

    0.17% of the 13F portfolio, value $1,748,529.

    13F-HR 0001582151-25-000002 filed by NAPLES GLOBAL 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 15,446 shares
    Change vs previous 13F +7,571 shares

    0.13% of the 13F portfolio, value $1,416,090.

    13F-HR 0001582151-25-000001 filed by NAPLES GLOBAL 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 7,875 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $754,504.

    13F-HR 0001582151-24-000006 filed by NAPLES GLOBAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).