Position in MBWM
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,138,408
+$137,195 QoQ
Shares Held
19,826
0.0% QoQ
Ownership
0.115%
of shares outstanding
% of Portfolio
1.72%
of 13F equity value
Holder Rank
#63
of 206 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MBWM Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Discipline Wealth Solutions, LLC holds $1,138,408 across 1 Banks - Regional name. MBWM ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MBWM |
Mercantile Bank Corp
This page
|
19,826 | $1,138,408 |
All Filings in MBWM
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,138,408 | 19,826 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $1,001,213 | 19,826 | Shares | Sole | 2026-04-17 | |
| No filing history on record for this holder in this stock. | ||||||