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TSA Wealth Managment LLC: MBB position timeline

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

TSA Wealth Managment LLC held 107,043 MBB shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 107,043 shares
    Change vs previous 13F +3,805 shares

    2.86% of the 13F portfolio, value $10,117,678.

    13F-HR 0001963669-26-000003 filed by TSA Wealth Managment 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 103,238 shares
    Change vs previous 13F +6,305 shares

    3.17% of the 13F portfolio, value $9,802,422.

    13F-HR 0001963669-26-000002 filed by TSA Wealth Managment 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 96,933 shares
    Change vs previous 13F +742 shares

    3.06% of the 13F portfolio, value $9,229,934.

    13F-HR 0001963669-26-000001 filed by TSA Wealth Managment 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 96,191 shares
    Change vs previous 13F +2,721 shares

    3.11% of the 13F portfolio, value $9,152,547.

    13F-HR 0001963669-25-000006 filed by TSA Wealth Managment 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 93,470 shares
    Change vs previous 13F +1,739 shares

    3.21% of the 13F portfolio, value $8,775,872.

    13F-HR 0001963669-25-000003 filed by TSA Wealth Managment 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 91,731 shares
    Change vs previous 13F -7,269 shares

    3.42% of the 13F portfolio, value $8,602,507.

    13F-HR 0001963669-25-000002 filed by TSA Wealth Managment 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 99,000 shares
    Change vs previous 13F +2,565 shares

    3.69% of the 13F portfolio, value $9,076,295.

    13F-HR 0001963669-25-000001 filed by TSA Wealth Managment 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 96,435 shares
    Change vs previous 13F not available

    3.72% of the 13F portfolio, value $9,239,411.

    13F-HR 0001963669-24-000006 filed by TSA Wealth Managment LLC
    Filed (acceptance time not in the bulk data set), ingested

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