Current Market Value 1,004,910,142
Current Holdings 178
Most Recent File Date 2025-08-12
Total Filings on Record 17
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Mmbg Investment Advisors Co. . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-08-12 2025-06-30 13F-HR 178 1,004,910
2025-04-25 2025-03-31 13F-HR 168 884,698
2025-02-14 2024-12-31 13F-HR 158 941,626
2024-11-13 2024-09-30 13F-HR 166 958,341
2024-08-13 2024-06-30 13F-HR 152 932,897
2024-05-10 2024-03-31 13F-HR 160 948,104
2024-02-14 2023-12-31 13F-HR 157 849,758
2023-11-14 2023-09-30 13F-HR 152 793,475
2023-08-11 2023-06-30 13F-HR 154 823,542
2023-05-11 2023-03-31 13F-HR 158 789,129
2023-02-13 2022-12-31 13F-HR/A 1 R 162 755,341
2023-02-07 2022-12-31 13F-HR 162 755
2022-11-14 2022-09-30 13F-HR 160 747,105
2022-08-02 2022-06-30 13F-HR 156 806,199
2022-08-02 2022-03-31 13F-HR/A 1 R 158 959,026
2022-05-06 2022-03-31 13F-HR 158 959,026
2022-02-14 2021-12-31 13F-HR 156 1,040,256