Skip to content
Disclosery

MB Generational Wealth, LLC: DFIC position timeline

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

MB Generational Wealth, LLC held 56,043 DFIC 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 56,043 shares
    Change vs previous 13F +5,423 shares

    1.02% of the 13F portfolio, value $2,088,162.

    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 50,620 shares
    Change vs previous 13F +2,238 shares

    0.99% of the 13F portfolio, value $1,798,529.

    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 48,382 shares
    Change vs previous 13F +23,718 shares

    0.88% of the 13F portfolio, value $1,667,244.

    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 24,664 shares
    Change vs previous 13F +10,890 shares

    0.51% of the 13F portfolio, value $808,733.

    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 13,774 shares
    Change vs previous 13F +4,615 shares

    0.29% of the 13F portfolio, value $382,504.

    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 9,159 shares
    Change vs previous 13F -1,430 shares

    0.17% of the 13F portfolio, value $236,714.

    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 10,589 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $297,974.

    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).