Position in MBWM
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$796,817
+$90,979 QoQ
Shares Held
13,877
-0.7% QoQ
Ownership
0.080%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#82
of 207 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MBWM Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026LVM CAPITAL MANAGEMENT LTD/MI holds $4,586,762 across 4 Banks - Regional names. MBWM ranks #3 (17.4% of the industry book) .
All Filings in MBWM
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $796,817 | 13,877 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $705,838 | 13,977 | Shares | Sole | 2026-04-02 | |
| 2025-12-31 | $672,293 | 13,977 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $656,010 | 14,578 | Shares | Sole | 2025-10-09 | |
| No filing history on record for this holder in this stock. | ||||||