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MB Generational Wealth, LLC: DFAC position timeline

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

MB Generational Wealth, LLC held 252,167 DFAC 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 252,167 shares
    Change vs previous 13F +23,267 shares

    5.49% of the 13F portfolio, value $11,186,128.

    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 228,900 shares
    Change vs previous 13F +35,064 shares

    4.92% of the 13F portfolio, value $8,895,054.

    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 193,836 shares
    Change vs previous 13F +93,716 shares

    4.06% of the 13F portfolio, value $7,673,967.

    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 100,120 shares
    Change vs previous 13F +23,476 shares

    2.45% of the 13F portfolio, value $3,861,628.

    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 76,644 shares
    Change vs previous 13F +11,226 shares

    1.89% of the 13F portfolio, value $2,528,486.

    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 65,418 shares
    Change vs previous 13F -4,780 shares

    1.66% of the 13F portfolio, value $2,262,809.

    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 70,198 shares
    Change vs previous 13F not available

    1.73% of the 13F portfolio, value $2,407,089.

    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).