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MB Generational Wealth, LLC: AVES position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MB Generational Wealth, LLC on AVES, newest first. How the timeline and the estimate are built.

MB Generational Wealth, LLC held 71,940 AVES shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 71,940 shares
    Change vs previous 13F +543 shares

    2.31% of the 13F portfolio, value $4,719,264.

    13F-HR 0002009056-26-000003 filed by MB Generational Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 71,397 shares
    Change vs previous 13F +574 shares

    2.37% of the 13F portfolio, value $4,282,392.

    13F-HR 0002009056-26-000002 filed by MB Generational Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 70,823 shares
    Change vs previous 13F +4,704 shares

    2.19% of the 13F portfolio, value $4,129,689.

    13F-HR 0002009056-26-000001 filed by MB Generational Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 66,119 shares
    Change vs previous 13F -21,122 shares

    2.41% of the 13F portfolio, value $3,793,247.

    13F-HR 0002009056-25-000002 filed by MB Generational Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-03-31
    13F 87,241 shares
    Change vs previous 13F +216 shares

    3.07% of the 13F portfolio, value $4,114,286.

    13F-HR 0001085146-25-002546 filed by MB Generational Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-12-31
    13F 87,025 shares
    Change vs previous 13F +1,148 shares

    2.95% of the 13F portfolio, value $4,020,555.

    13F-HR 0001085146-25-000716 filed by MB Generational Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-09-30
    13F 85,877 shares
    Change vs previous 13F not available

    3.22% of the 13F portfolio, value $4,477,627.

    13F-HR 0001085146-24-005396 filed by MB Generational Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).