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Twelve Points Wealth Management LLC: MBIN position timeline

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

Twelve Points Wealth Management LLC held 20,466 MBIN shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,466 shares
    Change vs previous 13F -2,450 shares

    0.21% of the 13F portfolio, value $1,023,313.

    13F-HR 0001877090-26-000005 filed by Twelve Points Wealth Management 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 22,916 shares
    Change vs previous 13F -1,119 shares

    0.22% of the 13F portfolio, value $983,333.

    13F-HR 0001877090-26-000003 filed by Twelve Points Wealth Management 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 24,035 shares
    Change vs previous 13F -11,062 shares

    0.19% of the 13F portfolio, value $862,142.

    13F-HR 0001877090-26-000001 filed by Twelve Points Wealth Management 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 35,097 shares
    Change vs previous 13F -4,029 shares

    0.28% of the 13F portfolio, value $1,116,085.

    13F-HR 0001877090-25-000008 filed by Twelve Points Wealth Management 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 39,126 shares
    Change vs previous 13F +1,343 shares

    0.35% of the 13F portfolio, value $1,293,891.

    13F-HR 0001877090-25-000004 filed by Twelve Points Wealth Management 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 37,783 shares
    Change vs previous 13F +1,969 shares

    0.38% of the 13F portfolio, value $1,397,953.

    13F-HR 0001877090-25-000003 filed by Twelve Points Wealth Management 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 35,814 shares
    Change vs previous 13F +1,802 shares

    0.38% of the 13F portfolio, value $1,306,154.

    13F-HR 0001877090-25-000002 filed by Twelve Points Wealth Management 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 34,012 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $1,529,192.

    13F-HR 0001877090-24-000008 filed by Twelve Points Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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