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Disclosery

MB Generational Wealth, LLC: OEF position timeline

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

MB Generational Wealth, LLC held 45,493 OEF 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 45,493 shares
    Change vs previous 13F -368 shares

    8.16% of the 13F portfolio, value $16,644,524.

    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 45,861 shares
    Change vs previous 13F -436 shares

    8.07% of the 13F portfolio, value $14,587,008.

    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 46,297 shares
    Change vs previous 13F -1,426 shares

    8.41% of the 13F portfolio, value $15,878,482.

    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 47,723 shares
    Change vs previous 13F -4,189 shares

    10.09% of the 13F portfolio, value $15,884,123.

    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 51,912 shares
    Change vs previous 13F +553 shares

    10.49% of the 13F portfolio, value $14,059,327.

    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 51,359 shares
    Change vs previous 13F -173 shares

    10.88% of the 13F portfolio, value $14,835,047.

    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 51,532 shares
    Change vs previous 13F not available

    10.27% of the 13F portfolio, value $14,261,996.

    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).