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&PARTNERS: MTBA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of &PARTNERS on MTBA, newest first. How the timeline and the estimate are built.

&PARTNERS held 11,295 MTBA shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,295 shares
    Change vs previous 13F -12,171 shares

    <0.01% of the 13F portfolio, value $554,251.

    13F-HR 0001214659-26-010148 filed by &PARTNERS
    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 23,466 shares
    Change vs previous 13F -683 shares

    0.01% of the 13F portfolio, value $1,160,650.

    13F-HR 0001214659-26-006256 filed by &PARTNERS
    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 24,149 shares
    Change vs previous 13F -7,113 shares

    0.01% of the 13F portfolio, value $1,217,356.

    13F-HR 0001214659-26-001828 filed by &PARTNERS
    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 31,262 shares
    Change vs previous 13F +9,839 shares

    0.01% of the 13F portfolio, value $1,574,028.

    13F-HR 0001214659-25-016487 filed by &PARTNERS
    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 21,423 shares
    Change vs previous 13F -541 shares

    0.01% of the 13F portfolio, value $1,069,951.

    13F-HR 0001214659-25-012047 filed by &PARTNERS
    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 21,964 shares
    Change vs previous 13F +798 shares

    0.01% of the 13F portfolio, value $1,097,303.

    13F-HR 0001214659-25-007673 filed by &PARTNERS
    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 21,166 shares
    Change vs previous 13F +7,527 shares

    0.01% of the 13F portfolio, value $1,050,658.

    13F-HR 0001214659-25-002647 filed by &PARTNERS
    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 13,639 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $649,614.

    13F-HR 0001214659-24-018930 filed by &PARTNERS
    Filed (acceptance time not in the bulk data set), ingested

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