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Disclosery

Talon Private Wealth, LLC: MBB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Talon Private Wealth, LLC on MBB, newest first. How the timeline and the estimate are built.

Talon Private Wealth, LLC held 260,720 MBB shares at 2026-06-30 per its 13F-HR filed 2026-09-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 260,720 shares
    Change vs previous 13F +3,219 shares

    2.88% of the 13F portfolio, value $24,643,198.

    13F-HR 0001990467-26-000004 filed by Talon Private Wealth, LLC
    Accepted , ingested

  2. period ended2026-03-31
    13F 257,501 shares
    Change vs previous 13F -32,621 shares

    3.25% of the 13F portfolio, value $24,449,945.

    13F-HR 0001990467-26-000001 filed by Talon Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 290,122 shares
    Change vs previous 13F -51,175 shares

    3.75% of the 13F portfolio, value $27,239,559.

    13F-HR 0001990467-25-000006 filed by Talon Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 341,297 shares
    Change vs previous 13F -21,398 shares

    4.28% of the 13F portfolio, value $31,939,569.

    13F-HR 0001990467-25-000005 filed by Talon Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F/A 362,695 shares
    Change vs previous 13F -121,978 shares

    6.95% of the 13F portfolio, value $33,251,837.

    13F-HR/A 0001990467-25-000003 filed by Talon Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 484,673 shares
    Change vs previous 13F not available

    9.77% of the 13F portfolio, value $46,436,476.

    13F-HR 0001990467-25-000004 filed by Talon Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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