HB Wealth Management »

Monroe Cap shares owned by HB Wealth Management

Quarter-by-quarter ownership of Monroe Cap (MRCC) shares owned by HB Wealth Management from 13F filings

Historical chart of HB Wealth Management investment in Monroe Cap

Tip: Access up to 7 years of quarterly data

All positions including Monroe Cap held by HB Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Monroe Cap by HB Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $444k 55k 8.08
2024-06-30 $406k 53k 7.61
2024-03-31 $360k 50k 7.20
2023-12-31 $341k 48k 7.07
2023-09-30 $405k 54k 7.45
2023-06-30 $432k 53k 8.18
2023-03-31 $392k 51k 7.65
2022-12-31 $433k 51k 8.54