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VestGen Investment Management: MBB position timeline

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

VestGen Investment Management held 6,338 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 6,338 shares
    Change vs previous 13F +295 shares

    0.32% of the 13F portfolio, value $599,068.

    13F-HR 0001511739-26-000003 filed by VestGen Investment Management
    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 6,043 shares
    Change vs previous 13F +53 shares

    0.32% of the 13F portfolio, value $573,824.

    13F-HR 0001511739-26-000002 filed by VestGen Investment Management
    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 5,990 shares
    Change vs previous 13F -150 shares

    0.32% of the 13F portfolio, value $570,408.

    13F-HR 0001511739-26-000001 filed by VestGen Investment Management
    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 6,140 shares
    Change vs previous 13F -4,538 shares

    0.35% of the 13F portfolio, value $584,258.

    13F-HR 0001511739-25-000007 filed by VestGen Investment Management
    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 10,678 shares
    Change vs previous 13F +3,324 shares

    0.72% of the 13F portfolio, value $1,002,591.

    13F-HR 0001511739-25-000005 filed by VestGen Investment Management
    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 7,354 shares
    Change vs previous 13F -1,520 shares

    0.52% of the 13F portfolio, value $689,690.

    13F-HR 0001511739-25-000004 filed by VestGen Investment Management
    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 8,874 shares
    Change vs previous 13F -2,183 shares

    0.22% of the 13F portfolio, value $813,596.

    13F-HR 0001511739-25-000001 filed by VestGen Investment Management
    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 11,057 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $1,059,394.

    13F-HR 0001511739-24-000004 filed by VestGen Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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