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Heritage Family Offices, LLP → MBWM

Heritage Family Offices, LLP MBWM Position History

Mercantile Bank Corporation

Quarters held
1
Latest value
$51K
Q3 2026
Peak value
$51K
First seen
Q3 2026

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$51K878——

Other funds holding MBWM

Other Heritage Family Offices, LLP positions

NONOF

ISHARES TR

$16.8M
STT-PG

SPDR INDEX SHS FDS

$15.9M
VGES

VANGUARD TAX-MANAGED FDS

$14.4M
VGES

VANGUARD TAX-MANAGED FDS

$12M
NONOF

ISHARES TR

$11.6M
STT-PG

SPDR INDEX SHS FDS

$10.7M
ETHA

ISHARES TR

$10.4M
SCHW-PJ

SCHWAB STRATEGIC TR

$9.1M
Heritage Family Offices, LLP MBWM Holdings: 13F Position History | Track13F