Position in MBC
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$17,060
+$3,283 QoQ
Shares Held
1,658
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#240
of 344 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MBC Over Time
Shares Held
Position Value (USD)
Position in Furnishings, Fixtures & Appliances
Consumer Cyclical · as of Jun 30, 2026Asset Planning,Inc holds $17,060 across 1 Furnishings, Fixtures & Appliances name. MBC ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MBC |
MasterBrand, Inc.
This page
|
1,658 | $17,060 |
All Filings in MBC
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,060 | 1,658 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $13,777 | 1,658 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $18,304 | 1,658 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $21,835 | 1,658 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $18,121 | 1,658 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $21,653 | 1,658 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $24,223 | 1,658 | Shares | Sole | 2025-01-30 | |
| No filing history on record for this holder in this stock. | ||||||