Position in MPB
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$442,015
+$34,002 QoQ
Shares Held
12,687
0.0% QoQ
Ownership
0.050%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#79
of 145 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MPB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026NEW WAVE WEALTH ADVISORS LLC holds $2,916,690 across 5 Banks - Regional names. MPB ranks #4 (15.2% of the industry book) .
All Filings in MPB
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $442,015 | 12,687 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $408,013 | 12,687 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $393,550 | 12,687 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $363,355 | 12,687 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $357,773 | 12,687 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $328,720 | 12,687 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $365,893 | 12,687 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $378,453 | 12,687 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $278,479 | 12,687 | Shares | Sole | 2024-08-27 | |
| No filing history on record for this holder in this stock. | ||||||