Back to MBWM
True Wealth Design, LLC → MBWM
True Wealth Design, LLC MBWM Position History
Mercantile Bank Corporation
Quarters held
5
Latest value
$5K
Q3 2026
Peak value
$5K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $4K |
| Q4 2025 | $4K |
| Q1 2026 | $5K |
| Q2 2026 | $5K |
| Q3 2026 | $5K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $5K | 82 | — | — |
| Q2 2026 | $5K | 82 | — | — |
| Q1 2026 | $5K | 91 | — | — |
| Q4 2025 | $4K | 91 | — | — |
| Q3 2025 | $4K | 96 | — | — |
Other funds holding MBWM
$34.4M
$34.4M
$26.2M
$25.4M
$25.3M