Mercantile Bank shares owned by Strategies Wealth Advisors
Quarter-by-quarter ownership of Mercantile Bank (MBWM) shares owned by Strategies Wealth Advisors
from 13F filings
Historical chart of Strategies Wealth Advisors investment in Mercantile Bank
Tip: Access up to 7 years of quarterly data
All positions including Mercantile Bank held by Strategies Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Mercantile Bank by Strategies Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $493k | 11k | 45.00 |
| 2025-06-30 | $417k | 9.0k | 46.41 |
| 2025-03-31 | $389k | 9.0k | 43.44 |
| 2023-12-31 | $1.0M | 26k | 40.38 |
| 2023-09-30 | $704k | 23k | 30.91 |
| 2023-06-30 | $624k | 23k | 27.62 |
| 2023-03-31 | $685k | 22k | 30.58 |
| 2022-12-31 | $341k | 10k | 33.48 |
| 2022-06-30 | $362k | 11k | 31.95 |
| 2022-03-31 | $401k | 11k | 35.42 |
| 2021-12-31 | $396k | 11k | 35.03 |
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