MB Generational Wealth, LLC: DFIP position timeline

MB Generational Wealth, LLC held 65,950 DFIP 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 65,950 shares

   Change vs previous 13F +10,875 shares

   1.33% of the 13F portfolio, value $2,720,767.

   13F-HR 0002009056-26-000003 filed by MB Generational Wealth, LLC
   Filed 2026-07-31 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 55,075 shares

   Change vs previous 13F +7,281 shares

   1.27% of the 13F portfolio, value $2,297,729.

   13F-HR 0002009056-26-000002 filed by MB Generational Wealth, LLC
   Filed 2026-05-04 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 47,794 shares

   Change vs previous 13F +39,248 shares

   1.05% of the 13F portfolio, value $1,986,080.

   13F-HR 0002009056-26-000001 filed by MB Generational Wealth, LLC
   Filed 2026-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 8,546 shares

   Change vs previous 13F +3,177 shares

   0.23% of the 13F portfolio, value $360,898.

   13F-HR 0002009056-25-000002 filed by MB Generational Wealth, LLC
   Filed 2025-11-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-03-31

   13F 5,369 shares

   Change vs previous 13F not available

   0.17% of the 13F portfolio, value $226,094.

   13F-HR 0001085146-25-002546 filed by MB Generational Wealth, LLC
   Filed 2025-05-02 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).