KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT MBCN — MIDDLEFIELD BANC CORP

Ownership history in KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT  ·  5 quarters on record

AI Ownership Summary

KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT reported MIDDLEFIELD BANC CORP (MBCN) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 0.13% in 2024 Q4. The latest visible filing shows MBCN at 0.11% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this MBCN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT's position in MIDDLEFIELD BANC CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

MBCN was reported at 0.11% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.13% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

MBCN stock page KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT fund profile KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT full holdings
How KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT held MBCN — position size vs. price
% of Fund (quarterly)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED — — — 9,064 — 0% 0.11% $313K 2026-01-27 $35.05
2025 Q3 REDUCED — — — 9,064 -316 -3.4% 0.10% $272K 2025-10-29 $32.07
2025 Q2 REDUCED — — — 9,380 -678 -6.7% 0.11% $282K 2025-07-28 $29.35
2025 Q1 UNCHANGED — — — 10,058 — 0% 0.12% $275K 2025-05-12 $28.75
2024 Q4 INITIATED — — — 10,058 — — 0.13% $282K 2025-01-14 $24.84

🏢 Other funds also holding MBCN

As of 2026 Q1 — sorted by position size

IFP Advisors, Inc 3Y 7Y 0.0%

FAQ About KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT and MBCN

These are the practical questions this page is built to answer before you even open the full history table.

How long has KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT reported owning MBCN?

KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT reported MBCN across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported MBCN position in KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT's portfolio?

The largest reported portfolio weight for MBCN was 0.13% in 2024 Q4.

What is the latest reported MBCN position on this page?

The most recent filing on this page is 2025 Q4, when KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT reported 9,064 shares, equal to 0.11% of portfolio, with an estimated market value of $313K.

What does the chart on this MBCN ownership page compare?

The chart compares KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT's quarterly MBCN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT time their MBCN position?

Based on 13F filing dates vs. subsequent MBCN price moves, KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on MBCN relative to SPY over the holding period was +16.1%.

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