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MB Generational Wealth, LLC: DFAW position timeline

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

MB Generational Wealth, LLC held 35,623 DFAW 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 35,623 shares
    Change vs previous 13F +1,965 shares

    1.45% of the 13F portfolio, value $2,949,248.

    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 33,658 shares
    Change vs previous 13F +4,147 shares

    1.37% of the 13F portfolio, value $2,483,305.

    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 29,511 shares
    Change vs previous 13F +6,950 shares

    1.16% of the 13F portfolio, value $2,183,236.

    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 22,561 shares
    Change vs previous 13F +3,098 shares

    1.03% of the 13F portfolio, value $1,621,245.

    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 19,463 shares
    Change vs previous 13F +3,545 shares

    0.89% of the 13F portfolio, value $1,192,703.

    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 15,918 shares
    Change vs previous 13F +4,682 shares

    0.73% of the 13F portfolio, value $994,249.

    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 11,236 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $713,047.

    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).