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Rafferty Asset Management, LLC: MBWM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Rafferty Asset Management, LLC on MBWM, newest first. How the timeline and the estimate are built.

Rafferty Asset Management, LLC held 9,598 MBWM 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 9,598 shares
    Change vs previous 13F -638 shares

    <0.01% of the 13F portfolio, value $551,117.

    13F-HR 0001999371-26-017909 filed by Rafferty Asset Management, 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 10,236 shares
    Change vs previous 13F +1,599 shares

    <0.01% of the 13F portfolio, value $516,918.

    13F-HR 0001999371-26-010796 filed by Rafferty Asset Management, 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 8,637 shares
    Change vs previous 13F -4,774 shares

    <0.01% of the 13F portfolio, value $415,440.

    13F-HR 0001999371-26-003261 filed by Rafferty Asset Management, 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 13,411 shares
    Change vs previous 13F +4,985 shares

    <0.01% of the 13F portfolio, value $603,495.

    13F-HR 0001999371-25-017439 filed by Rafferty Asset Management, 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 8,426 shares
    Change vs previous 13F -2,422 shares

    <0.01% of the 13F portfolio, value $391,051.

    13F-HR 0001999371-25-011302 filed by Rafferty Asset Management, 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 10,848 shares
    Change vs previous 13F -272 shares

    <0.01% of the 13F portfolio, value $471,237.

    13F-HR 0001999371-25-006071 filed by Rafferty Asset Management, 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 11,120 shares
    Change vs previous 13F -2,341 shares

    <0.01% of the 13F portfolio, value $494,729.

    13F-HR 0001999371-25-001622 filed by Rafferty Asset Management, 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 13,461 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $588,515.

    13F-HR 0001999371-24-014625 filed by Rafferty Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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