MBIN — MERCHANTS BANCORP IND

Ownership history in Twelve Points Wealth Management LLC  ·  16 quarters on record

AI Ownership Summary

Twelve Points Wealth Management LLC reported MERCHANTS BANCORP IND (MBIN) in 16 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.64% in 2023 Q4. The latest visible filing shows MBIN at 0.19% 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 MBIN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Twelve Points Wealth Management LLC's position in MERCHANTS BANCORP IND, 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

MBIN was reported at 0.19% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.64% in 2023 Q4

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

Time in book
Holding Window
2023 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.

MBIN stock page Twelve Points Wealth Management LLC fund profile Twelve Points Wealth Management LLC full holdings
How Twelve Points Wealth Management LLC held MBIN — position size vs. price
% of Fund (quarterly)    MBIN price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 24,035 -11,062 -31.5% 0.19% $862K 2026-02-14 (Est.) $47.51
2025 Q3 REDUCED 35,097 -4,029 -10.3% 0.28% $1.1M 2025-10-22 $32.27
2025 Q2 ADDED 39,126 +1,343 +3.6% 0.35% $1.3M 2025-07-16 $34.20
2025 Q1 ADDED 37,783 +1,969 +5.5% 0.38% $1.4M 2025-04-30 $29.74
2024 Q4 ADDED 35,814 +1,802 +5.3% 0.38% $1.3M 2025-01-23 $38.59
2024 Q3 ADDED 34,012 +1,166 +3.5% 0.48% $1.5M 2024-10-16 $43.98
2024 Q2 ADDED 32,846 +1,195 +3.8% 0.47% $1.3M 2024-07-12 $43.12
2024 Q1 REDUCED 31,651 -82 -0.3% 0.50% $1.4M 2024-04-15 $37.33
2023 Q4 ADDED 31,733 +1,170 +3.8% 0.64% $1.4M 2024-01-12 $40.37
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding MBIN

As of 2025 Q4 — sorted by position size

Doma Perpetual Capital Management LLC 10.68% Ballast Asset Management, LP 2.14% Black Maple Capital Management LP 3Y 7Y 1.96% BANC FUNDS CO LLC 3Y 7Y 1.65% DENALI ADVISORS LLC 3Y 7Y 0.9% BASSWOOD CAPITAL MANAGEMENT, L.L.C. 3Y 7Y 0.38% Aldebaran Capital, LLC 3Y 0.31% ROYCE & ASSOCIATES LP 3Y 7Y 0.28% HFG Advisors, Inc. 3Y 0.23% Valeo Financial Advisors, LLC 3Y 7Y 0.18%

FAQ About Twelve Points Wealth Management LLC and MBIN

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

How long has Twelve Points Wealth Management LLC reported owning MBIN?

Twelve Points Wealth Management LLC reported MBIN across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported MBIN position in Twelve Points Wealth Management LLC's portfolio?

The largest reported portfolio weight for MBIN was 0.64% in 2023 Q4.

What is the latest reported MBIN position on this page?

The most recent filing on this page is 2025 Q4, when Twelve Points Wealth Management LLC reported 24,035 shares, equal to 0.19% of portfolio, with an estimated market value of $862K.

What does the chart on this MBIN ownership page compare?

The chart compares Twelve Points Wealth Management LLC's quarterly MBIN 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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