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MB Generational Wealth, LLC: DFNM position timeline

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

MB Generational Wealth, LLC held 75,937 DFNM 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 75,937 shares
    Change vs previous 13F +19,144 shares

    1.8% of the 13F portfolio, value $3,670,422.

    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 56,793 shares
    Change vs previous 13F +16,127 shares

    1.51% of the 13F portfolio, value $2,722,088.

    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 40,666 shares
    Change vs previous 13F +28,395 shares

    1.04% of the 13F portfolio, value $1,958,881.

    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 12,271 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $588,763.

    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).