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PRW Wealth Management LLC

SEC CIK
0001760472
Latest filing
Nov 1, 2023

MDB holding history

MongoDB, Inc. in every 13F filed by PRW Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MDB overviewAll 13F holders of MDBFull Q3 2023 holdings

Shares (Q1 2022)
0
Sold out in Q1 2022
Value
$0
% of portfolio
0.0%
Quarters held
3
Since Q1 2021
Holdings of MDB by PRW Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20220$00.0%−764−100.0%Sold outHolders
Q4 2021764$404.0K0.2%+8+1.1%AddedHolders
Q3 2021756$357.0K0.2%+756NewHolders
Q2 20210$00.0%−1,690−100.0%Sold outHolders
Q1 20211,690$452.0K0.2%––Holders

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