Skip to content
Disclosery

MB Generational Wealth, LLC: DISV position timeline

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

MB Generational Wealth, LLC held 444,342 DISV 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 444,342 shares
    Change vs previous 13F +3,499 shares

    8.75% of the 13F portfolio, value $17,831,444.

    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 440,843 shares
    Change vs previous 13F +4,644 shares

    9.61% of the 13F portfolio, value $17,386,848.

    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 436,199 shares
    Change vs previous 13F +16,321 shares

    8.77% of the 13F portfolio, value $16,575,562.

    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 419,878 shares
    Change vs previous 13F -53,853 shares

    9.52% of the 13F portfolio, value $14,985,446.

    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 473,731 shares
    Change vs previous 13F +4,999 shares

    10.3% of the 13F portfolio, value $13,795,047.

    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 468,732 shares
    Change vs previous 13F +8,482 shares

    9.14% of the 13F portfolio, value $12,454,209.

    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 460,250 shares
    Change vs previous 13F not available

    9.63% of the 13F portfolio, value $13,374,865.

    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).