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Round Hill Asset Management: MBWM position timeline

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

Round Hill Asset Management held 16,925 MBWM shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,925 shares
    Change vs previous 13F 0 shares

    0.61% of the 13F portfolio, value $971,834.

    13F-HR 0001696438-26-000006 filed by Round Hill Asset Management
    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 16,925 shares
    Change vs previous 13F -1,313 shares

    0.56% of the 13F portfolio, value $854,713.

    13F-HR 0001696438-26-000005 filed by Round Hill Asset Management
    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 18,238 shares
    Change vs previous 13F -369 shares

    0.55% of the 13F portfolio, value $877,248.

    13F-HR 0001696438-26-000001 filed by Round Hill Asset Management
    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 18,607 shares
    Change vs previous 13F 0 shares

    0.55% of the 13F portfolio, value $837,315.

    13F-HR 0001696438-25-000007 filed by Round Hill Asset Management
    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 18,607 shares
    Change vs previous 13F 0 shares

    0.58% of the 13F portfolio, value $863,551.

    13F-HR 0001696438-25-000006 filed by Round Hill Asset Management
    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 18,607 shares
    Change vs previous 13F -800 shares

    0.58% of the 13F portfolio, value $808,288.

    13F-HR 0001696438-25-000003 filed by Round Hill Asset Management
    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 19,407 shares
    Change vs previous 13F 0 shares

    0.61% of the 13F portfolio, value $863,417.

    13F-HR 0001696438-25-000002 filed by Round Hill Asset Management
    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 19,407 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $848,474.

    13F-HR 0001696438-24-000004 filed by Round Hill Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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