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Ruggaard & Associates LLC: MBWM position timeline

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

Ruggaard & Associates LLC held 3,970 MBWM 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 3,970 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $227,957.

    13F-HR 0001971230-26-000003 filed by Ruggaard & Associates LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec ยง4.2).