Back to MBWM

Discipline Wealth Solutions, LLC → MBWM

Discipline Wealth Solutions, LLC MBWM Position History

Mercantile Bank Corporation

Quarters held
3
Latest value
$1.2M
Q3 2026
Peak value
$1.2M
First seen
Q1 2026

Dollar value over time

Show data table
PeriodPosition value
Q1 2026$1M
Q2 2026$1.1M
Q3 2026$1.2M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$1.2M19.8K——
Q2 2026$1.1M19.8K——
Q1 2026$1M19.8K——

Other funds holding MBWM

Other Discipline Wealth Solutions, LLC positions

VGES

VANGUARD BD INDEX FDS

$64.5M
VGES

VANGUARD BD INDEX FDS

$62.8M
VGES

VANGUARD INDEX FDS

$60.3M
VGES

VANGUARD BD INDEX FDS

$56.3M
VGES

VANGUARD INDEX FDS

$55.8M
VGES

VANGUARD INDEX FDS

$51.6M
VGES

VANGUARD INDEX FDS

$51M
VGES

VANGUARD TAX-MANAGED FDS

$49.4M