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MB Generational Wealth, LLC: ISCV position timeline

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

MB Generational Wealth, LLC held 86,870 ISCV 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 86,870 shares
    Change vs previous 13F -1,145 shares

    3.34% of the 13F portfolio, value $6,803,528.

    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 88,015 shares
    Change vs previous 13F 0 shares

    3.38% of the 13F portfolio, value $6,117,923.

    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 88,015 shares
    Change vs previous 13F -5,878 shares

    3.19% of the 13F portfolio, value $6,029,028.

    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 93,893 shares
    Change vs previous 13F +70,478 shares

    3.97% of the 13F portfolio, value $6,256,842.

    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 23,415 shares
    Change vs previous 13F 0 shares

    1.04% of the 13F portfolio, value $1,388,510.

    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 23,415 shares
    Change vs previous 13F 0 shares

    1.09% of the 13F portfolio, value $1,484,745.

    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 23,415 shares
    Change vs previous 13F not available

    1.07% of the 13F portfolio, value $1,486,394.

    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).