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Creative Planning MBWM Position History
Mercantile Bank Corporation
Quarters held
8
Latest value
$2.5M
Q3 2026
Peak value
$2.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.1M |
| Q3 2025 | $315 |
| Q4 2025 | $1.7M |
| Q1 2026 | $1.8M |
| Q2 2026 | $17K |
| Q2 2026 | $2.2M |
| Q3 2026 | $17K |
| Q3 2026 | $2.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.5M | 43.1K | — | — |
| Q3 2026 | $17K | 291 | — | — |
| Q2 2026 | $2.2M | 38.9K | — | — |
| Q2 2026 | $17K | 292 | — | — |
| Q1 2026 | $1.8M | 36.4K | — | — |
| Q4 2025 | $1.7M | 34.4K | — | — |
| Q3 2025 | $315 | 7 | — | — |
| Q3 2025 | $1.1M | 24.0K | — | — |
Other funds holding MBWM
$34.4M
$34.4M
$26.2M
$25.4M
$25.3M