Back to MBWM
Center for Financial Planning, Inc. → MBWM
Center for Financial Planning, Inc. MBWM Position History
Mercantile Bank Corporation
Quarters held
5
Latest value
$17K
Q3 2026
Peak value
$17K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $13K |
| Q4 2025 | $14K |
| Q1 2026 | $14K |
| Q2 2026 | $16K |
| Q3 2026 | $17K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $17K | 283 | — | — |
| Q2 2026 | $16K | 283 | — | — |
| Q1 2026 | $14K | 283 | — | — |
| Q4 2025 | $14K | 283 | — | — |
| Q3 2025 | $13K | 283 | — | — |
Other funds holding MBWM
$34.4M
$34.4M
$26.2M
$25.4M
$25.3M