MBWM β€” MERCANTILE BANK

Ownership history in LVM CAPITAL MANAGEMENT LTD/MI  Β·  17 quarters on record

AI Ownership Summary

LVM CAPITAL MANAGEMENT LTD/MI reported MERCANTILE BANK (MBWM) in 17 quarterly 13F filings from 2025 Q3 through 2026 Q1. Peak portfolio weight reached 0.07% in 2026 Q1. The latest visible filing shows MBWM at 0.07% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MBWM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LVM CAPITAL MANAGEMENT LTD/MI's position in MERCANTILE BANK, 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
2026 Q1

MBWM was reported at 0.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.07% in 2026 Q1

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

Time in book
Holding Window
2025 Q3 to 2026 Q1

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.

How LVM CAPITAL MANAGEMENT LTD/MI held MBWM β€” position size vs. price
% of Fund (quarterly)    MBWM price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 13,977 β€” 0% 0.07% $706K 2026-05-15 (Est.) $51.46
2025 Q4 REDUCED 13,977 -601 -4.1% 0.06% $672K 2026-01-12 $48.30
2025 Q3 ADDED 14,578 +2,360 +19.3% 0.06% $656K 2025-10-09 $44.32
14 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About LVM CAPITAL MANAGEMENT LTD/MI and MBWM

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

How long has LVM CAPITAL MANAGEMENT LTD/MI reported owning MBWM?

LVM CAPITAL MANAGEMENT LTD/MI reported MBWM across 3 quarterly 13F filings, from 2025 Q3 through 2026 Q1.

What was the largest reported MBWM position in LVM CAPITAL MANAGEMENT LTD/MI's portfolio?

The largest reported portfolio weight for MBWM was 0.07% in 2026 Q1.

What is the latest reported MBWM position on this page?

The most recent filing on this page is 2026 Q1, when LVM CAPITAL MANAGEMENT LTD/MI reported 13,977 shares, equal to 0.07% of portfolio, with an estimated market value of $706K.

What does the chart on this MBWM ownership page compare?

The chart compares LVM CAPITAL MANAGEMENT LTD/MI's quarterly MBWM 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.

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