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MB Generational Wealth, LLC: QUAL position timeline

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

MB Generational Wealth, LLC held 80,754 QUAL 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 80,754 shares
    Change vs previous 13F -815 shares

    8.69% of the 13F portfolio, value $17,719,811.

    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 81,569 shares
    Change vs previous 13F -1,084 shares

    8.65% of the 13F portfolio, value $15,645,716.

    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 82,653 shares
    Change vs previous 13F -138 shares

    8.69% of the 13F portfolio, value $16,416,503.

    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 82,791 shares
    Change vs previous 13F -5,263 shares

    10.23% of the 13F portfolio, value $16,102,815.

    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 88,054 shares
    Change vs previous 13F -2,349 shares

    11.23% of the 13F portfolio, value $15,047,517.

    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 90,403 shares
    Change vs previous 13F -548 shares

    11.81% of the 13F portfolio, value $16,098,934.

    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 90,951 shares
    Change vs previous 13F not available

    11.74% of the 13F portfolio, value $16,307,482.

    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).