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MB Generational Wealth, LLC: DFSV position timeline

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

MB Generational Wealth, LLC held 68,944 DFSV 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 68,944 shares
    Change vs previous 13F +4,293 shares

    1.31% of the 13F portfolio, value $2,674,338.

    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 64,651 shares
    Change vs previous 13F +5,362 shares

    1.25% of the 13F portfolio, value $2,265,371.

    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 59,289 shares
    Change vs previous 13F +25,961 shares

    1.03% of the 13F portfolio, value $1,950,015.

    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 33,328 shares
    Change vs previous 13F +13,701 shares

    0.67% of the 13F portfolio, value $1,061,164.

    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 19,627 shares
    Change vs previous 13F +3,685 shares

    0.41% of the 13F portfolio, value $552,500.

    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 15,942 shares
    Change vs previous 13F -1,157 shares

    0.36% of the 13F portfolio, value $490,695.

    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 17,099 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $526,649.

    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).