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Mercantile Bank shares owned by Discipline Wealth Solutions

Quarter-by-quarter ownership of Mercantile Bank (MBWM) shares owned by Discipline Wealth Solutions from 13F filings

Historical chart of Discipline Wealth Solutions investment in Mercantile Bank

Tip: Access up to 7 years of quarterly data

All positions including Mercantile Bank held by Discipline Wealth Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Mercantile Bank by Discipline Wealth Solutions

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.0M 20k 50.50

More positions owned by Discipline Wealth Solutions

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Core Us Aggbd Et (AGG)
Direxion Shares Etf Trust Direxion Hcm (HCMT)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
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Dimensional Etf Trust Intl Small Cap E (DFIS)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us High Profitab (DUHP)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Value Etf (VTV)

View all positions for Discipline Wealth Solutions

Top funds holding Mercantile Bank

BlackRock
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American Century Companies
State Street Corporation
Renaissance Technologies
Geode Capital Management
North Star Asset Management
LSV Asset Management
Vanguard Portfolio Management
Northern Trust
Tributary Capital Management
Hotchkis and Wiley Capital Management
Two Sigma Investments

View all funds holding Mercantile Bank