Number of Shares
10,324
Previous 10,198 1.24%
Holding current value
$270 Million
Previous $267 Million 1.04%
% of portfolio
0.13%
Previous 0.13%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 07, 2025

BUY
N/A
126 Added 1.24%
10,324 $270 Million
Q4 2024

May 07, 2025

BUY
N/A
5,215 Added 104.66%
10,198 $267 Million
Q3 2024

May 07, 2025

BUY
N/A
86 Added 1.76%
4,983 $267 Million
Q2 2024

May 07, 2025

BUY
N/A
92 Added 1.91%
4,897 $253 Million
Q1 2024

May 07, 2025

BUY
N/A
4,805 New
4,805 $251 Million
Track This Portfolio

Track Mb, Levis & Associates, LLC Portfolio

Follow Mb, Levis & Associates, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mb, Levis & Associates, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mb, Levis & Associates, LLC with notifications on news.