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Disclosery

MB Generational Wealth, LLC: DUSB position timeline

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

MB Generational Wealth, LLC held 35,928 DUSB 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 35,928 shares
    Change vs previous 13F +7,281 shares

    0.89% of the 13F portfolio, value $1,824,424.

    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 28,647 shares
    Change vs previous 13F +4,871 shares

    0.8% of the 13F portfolio, value $1,452,689.

    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 23,776 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $1,204,254.

    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).