Strategies Wealth Advisors, LLC

Position in MBWM — Mercantile Bank Corp

CIK 1976435 GRAND RAPIDS, MI

Position in MBWM

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$639,429

+$78,879 QoQ

Shares Held

11,136

+0.3% QoQ

Ownership

0.064%

of shares outstanding

% of Portfolio

0.41%

of 13F equity value

Holder Rank

#96

of 206 holders

Holding Since

Dec 2021

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Strategies Wealth Advisors, LLC holds $851,267 across 2 Banks - Regional names. MBWM ranks #1 (75.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	MBWM	Mercantile Bank Corp This page	11,136	$639,429
2	HBAN	Huntington Bancshares Inc /Md/	11,948	$211,838

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$639,429	11,136	+0.3%	Shares	Sole	2026-08-14
2026-03-31	$560,550	11,100	+1.2%	Shares	Sole	2026-05-15
2025-12-31	$527,657	10,970	+0.2%	Shares	Sole	2026-02-13
2025-09-30	$492,705	10,949	+21.8%	Shares	Sole	2025-11-12
2025-06-30	$417,272	8,991	+0.5%	Shares	Sole	2025-08-08
2025-03-31	$388,788	8,950	-65.1%	Shares	Sole	2025-05-14
2023-12-31	$1,035,706	25,649	+12.6%	Shares	Sole	2024-01-22
2023-09-30	$704,098	22,779	+0.8%	Shares	Sole	2023-10-10
2023-06-30	$624,018	22,593	+0.9%	Shares	Sole	2023-07-12
2023-03-31	$684,930	22,398	+120.1%	Shares	Sole	2023-06-27
2022-12-31	$340,725	10,177	-10.3%	Shares	Sole	2023-06-27
2022-06-30	$362,313	11,340	+0.2%	Shares	Sole	2023-06-27
2022-03-31	$400,671	11,312	+0.2%	Shares	Sole	2023-06-27
2021-12-31	$395,453	11,289	—	Shares	Sole	2023-06-26
No filing history on record for this holder in this stock.