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Disclosery

THEORY FINANCIAL LLC: MBB position timeline

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

THEORY FINANCIAL LLC held 114,412 MBB shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 114,412 shares
    Change vs previous 13F +2,463 shares

    3.41% of the 13F portfolio, value $10,814,187.

    13F-HR 0001899158-26-000003 filed by THEORY FINANCIAL 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 111,949 shares
    Change vs previous 13F +1,375 shares

    3.73% of the 13F portfolio, value $10,629,548.

    13F-HR 0001899158-26-000002 filed by THEORY FINANCIAL 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 110,574 shares
    Change vs previous 13F -8,205 shares

    3.57% of the 13F portfolio, value $10,587,489.

    13F-HR 0001899158-26-000001 filed by THEORY FINANCIAL 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 118,779 shares
    Change vs previous 13F +6,730 shares

    4.02% of the 13F portfolio, value $11,398,011.

    13F-HR 0001899158-25-000002 filed by THEORY FINANCIAL 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 112,049 shares
    Change vs previous 13F +6,828 shares

    3.96% of the 13F portfolio, value $10,428,444.

    13F-HR 0001085146-25-004772 filed by THEORY FINANCIAL 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 105,221 shares
    Change vs previous 13F +2,018 shares

    4.16% of the 13F portfolio, value $9,867,625.

    13F-HR 0001085146-25-002548 filed by THEORY FINANCIAL 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 103,203 shares
    Change vs previous 13F +4,843 shares

    3.96% of the 13F portfolio, value $9,461,651.

    13F-HR 0001085146-25-000715 filed by THEORY FINANCIAL 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 98,360 shares
    Change vs previous 13F not available

    4.02% of the 13F portfolio, value $9,131,742.

    13F-HR 0001085146-24-005400 filed by THEORY FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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