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Proficio Capital Partners LLC: MTBA position timeline

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

Proficio Capital Partners LLC held 338,534 MTBA shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 338,534 shares
    Change vs previous 13F -45,211 shares

    0.6% of the 13F portfolio, value $16,611,863.

    13F-HR 0001214659-26-010442 filed by Proficio Capital Partners 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 383,745 shares
    Change vs previous 13F -167,510 shares

    1.01% of the 13F portfolio, value $18,980,028.

    13F-HR 0001214659-26-006130 filed by Proficio Capital Partners 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 551,255 shares
    Change vs previous 13F +312,231 shares

    1.95% of the 13F portfolio, value $27,788,765.

    13F-HR 0001214659-26-001534 filed by Proficio Capital Partners 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/A 239,024 shares
    Change vs previous 13F -25,488 shares

    0.83% of the 13F portfolio, value $12,034,858.

    13F-HR/A 0001214659-25-016818 filed by Proficio Capital Partners 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 264,512 shares
    Change vs previous 13F +2,630 shares

    0.83% of the 13F portfolio, value $13,249,406.

    13F-HR 0001214659-25-011672 filed by Proficio Capital Partners 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 261,882 shares
    Change vs previous 13F +97,902 shares

    1.01% of the 13F portfolio, value $13,132,826.

    13F-HR 0001214659-25-007000 filed by Proficio Capital Partners 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/A 163,980 shares
    Change vs previous 13F -129,670 shares

    0.66% of the 13F portfolio, value $8,148,166.

    13F-HR/A 0001214659-25-002094 filed by Proficio Capital Partners 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 293,650 shares
    Change vs previous 13F not available

    1.5% of the 13F portfolio, value $15,117,102.

    13F-HR 0001214659-24-018255 filed by Proficio Capital Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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