Skip to content
Disclosery

MB Generational Wealth, LLC: DFSI position timeline

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

MB Generational Wealth, LLC held 37,356 DFSI 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 37,356 shares
    Change vs previous 13F -1,124 shares

    0.83% of the 13F portfolio, value $1,684,756.

    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 38,480 shares
    Change vs previous 13F +1,252 shares

    0.9% of the 13F portfolio, value $1,631,552.

    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 37,228 shares
    Change vs previous 13F +2,182 shares

    0.84% of the 13F portfolio, value $1,595,034.

    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 35,046 shares
    Change vs previous 13F +43 shares

    0.91% of the 13F portfolio, value $1,435,137.

    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 35,003 shares
    Change vs previous 13F -159 shares

    0.91% of the 13F portfolio, value $1,221,255.

    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 35,162 shares
    Change vs previous 13F +582 shares

    0.85% of the 13F portfolio, value $1,155,072.

    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 34,580 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $1,235,723.

    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).