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MB Generational Wealth, LLC: DFCF position timeline

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

MB Generational Wealth, LLC held 78,892 DFCF 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 78,892 shares
    Change vs previous 13F +10,763 shares

    1.63% of the 13F portfolio, value $3,330,031.

    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 68,129 shares
    Change vs previous 13F +9,673 shares

    1.59% of the 13F portfolio, value $2,876,406.

    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 58,456 shares
    Change vs previous 13F +43,266 shares

    1.32% of the 13F portfolio, value $2,487,887.

    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 15,190 shares
    Change vs previous 13F +3,396 shares

    0.41% of the 13F portfolio, value $649,524.

    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 11,794 shares
    Change vs previous 13F +5,292 shares

    0.37% of the 13F portfolio, value $496,056.

    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 6,502 shares
    Change vs previous 13F +132 shares

    0.2% of the 13F portfolio, value $268,338.

    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 6,370 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $275,120.

    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).