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Livermore
Livermore
ZHEN

LPL Financial LLC

SEC CIK
0001403438
Latest filing
Aug 7, 2026

MBWM holding history

Mercantile Bank Corp in every 13F filed by LPL Financial LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MBWM overviewAll 13F holders of MBWMFull Q2 2026 holdings

Shares (Q2 2026)
14,334
Value
$823.1K
% of portfolio
<0.1%
Quarters held
20
Since Q1 2021
Holdings of MBWM by LPL Financial LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202614,334$823.1K<0.1%−85−0.6%ReducedHolders
Q1 202614,419$728.2K<0.1%+249+1.8%AddedHolders
Q4 202514,170$681.6K<0.1%−965−6.4%ReducedHolders
Q3 202515,135$681.1K<0.1%+461+3.1%AddedHolders
Q2 202514,674$681.1K<0.1%+661+4.7%AddedHolders
Q1 202514,013$608.8K<0.1%+3,172+29.3%AddedHolders
Q4 202410,841$482.4K<0.1%+1,622+17.6%AddedHolders
Q3 20249,219$403.1K<0.1%+562+6.5%AddedHolders
Q2 20248,657$351.2K<0.1%−742−7.9%ReducedHolders
Q1 20249,399$361.8K<0.1%+346+3.8%AddedHolders
Q4 20239,053$365.6K<0.1%+550+6.5%AddedHolders
Q3 20238,503$262.8K<0.1%+596+7.5%AddedHolders
Q2 20237,907$218.4K<0.1%−160−2.0%ReducedHolders
Q1 20238,067$246.7K<0.1%−306−3.7%ReducedHolders
Q4 20228,373$280.4K<0.1%+154+1.9%AddedHolders
Q3 20228,219$244.0K<0.1%+1,588+23.9%AddedHolders
Q2 20226,631$212.0K<0.1%−39−0.6%ReducedHolders
Q1 20226,670$236.0K<0.1%+123+1.9%AddedHolders
Q4 20216,547$229.0K<0.1%+6,547NewHolders
Q2 20210$00.0%−25,369−100.0%Sold outHolders
Q1 202125,369$824.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.