Back to MBWM
Shakespeare Wealth Management, LLC → MBWM
Shakespeare Wealth Management, LLC MBWM Position History
Mercantile Bank Corporation
Quarters held
5
Latest value
$675K
Q3 2026
Peak value
$675K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $521K |
| Q4 2025 | $557K |
| Q1 2026 | $584K |
| Q2 2026 | $665K |
| Q3 2026 | $675K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $675K | 11.6K | — | — |
| Q2 2026 | $665K | 11.6K | — | — |
| Q1 2026 | $584K | 11.6K | — | — |
| Q4 2025 | $557K | 11.6K | — | — |
| Q3 2025 | $521K | 11.6K | — | — |
Other funds holding MBWM
$34.4M
$34.4M
$26.2M
$25.4M
$25.3M