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Disclosery

MB Generational Wealth, LLC: DFAT position timeline

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

MB Generational Wealth, LLC held 16,911 DFAT 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 16,911 shares
    Change vs previous 13F -219 shares

    0.58% of the 13F portfolio, value $1,182,079.

    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 17,130 shares
    Change vs previous 13F -275 shares

    0.59% of the 13F portfolio, value $1,069,769.

    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 17,405 shares
    Change vs previous 13F +20 shares

    0.55% of the 13F portfolio, value $1,036,294.

    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 17,385 shares
    Change vs previous 13F -3,089 shares

    0.64% of the 13F portfolio, value $1,011,981.

    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 20,474 shares
    Change vs previous 13F -89 shares

    0.79% of the 13F portfolio, value $1,054,206.

    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 20,563 shares
    Change vs previous 13F -145 shares

    0.84% of the 13F portfolio, value $1,144,537.

    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 20,708 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $1,151,986.

    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).