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Schneider Downs Wealth Management Advisors, LP: MMIT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Schneider Downs Wealth Management Advisors, LP on MMIT, newest first. How the timeline and the estimate are built.

Schneider Downs Wealth Management Advisors, LP held 2,659,925 MMIT shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,659,925 shares
    Change vs previous 13F +80,408 shares

    6.09% of the 13F portfolio, value $64,769,183.

    13F-HR 0001172661-26-003083 filed by Schneider Downs Wealth Management Advisors, LP
    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 2,579,517 shares
    Change vs previous 13F +153,128 shares

    6.86% of the 13F portfolio, value $62,179,254.

    13F-HR 0001172661-26-001986 filed by Schneider Downs Wealth Management Advisors, LP
    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 2,426,389 shares
    Change vs previous 13F +184,223 shares

    6.65% of the 13F portfolio, value $59,034,044.

    13F-HR 0001172661-26-000685 filed by Schneider Downs Wealth Management Advisors, LP
    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 2,242,166 shares
    Change vs previous 13F +403,900 shares

    6.47% of the 13F portfolio, value $54,484,631.

    13F-HR 0001172661-25-005200 filed by Schneider Downs Wealth Management Advisors, LP
    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 1,838,266 shares
    Change vs previous 13F +77,484 shares

    6.55% of the 13F portfolio, value $43,842,644.

    13F-HR 0001172661-25-002836 filed by Schneider Downs Wealth Management Advisors, LP
    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 1,760,782 shares
    Change vs previous 13F +239,406 shares

    7.65% of the 13F portfolio, value $42,205,938.

    13F-HR 0001172661-25-001763 filed by Schneider Downs Wealth Management Advisors, LP
    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 1,521,376 shares
    Change vs previous 13F +80,973 shares

    6.87% of the 13F portfolio, value $36,528,229.

    13F-HR 0001172661-25-000497 filed by Schneider Downs Wealth Management Advisors, LP
    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 1,440,403 shares
    Change vs previous 13F not available

    7.25% of the 13F portfolio, value $35,433,921.

    13F-HR 0001172661-24-004487 filed by Schneider Downs Wealth Management Advisors, LP
    Filed (acceptance time not in the bulk data set), ingested

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