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MB Generational Wealth, LLC: DFSU position timeline

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

MB Generational Wealth, LLC held 108,607 DFSU 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 108,607 shares
    Change vs previous 13F +3,647 shares

    2.48% of the 13F portfolio, value $5,064,344.

    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 104,960 shares
    Change vs previous 13F +5,796 shares

    2.38% of the 13F portfolio, value $4,312,806.

    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 99,164 shares
    Change vs previous 13F +13,160 shares

    2.28% of the 13F portfolio, value $4,306,693.

    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 86,004 shares
    Change vs previous 13F +770 shares

    2.32% of the 13F portfolio, value $3,652,813.

    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 85,234 shares
    Change vs previous 13F -752 shares

    2.28% of the 13F portfolio, value $3,052,230.

    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 85,986 shares
    Change vs previous 13F -1,719 shares

    2.39% of the 13F portfolio, value $3,258,869.

    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 87,705 shares
    Change vs previous 13F not available

    2.35% of the 13F portfolio, value $3,260,872.

    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).