Skip to content
Disclosery

MB Generational Wealth, LLC: REET position timeline

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

MB Generational Wealth, LLC held 53,093 REET 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 53,093 shares
    Change vs previous 13F 0 shares

    0.72% of the 13F portfolio, value $1,466,429.

    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 53,093 shares
    Change vs previous 13F 0 shares

    0.74% of the 13F portfolio, value $1,335,289.

    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 53,093 shares
    Change vs previous 13F 0 shares

    0.7% of the 13F portfolio, value $1,324,670.

    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 53,093 shares
    Change vs previous 13F -16,470 shares

    0.86% of the 13F portfolio, value $1,357,057.

    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 69,563 shares
    Change vs previous 13F +16,470 shares

    1.26% of the 13F portfolio, value $1,687,598.

    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 53,093 shares
    Change vs previous 13F 0 shares

    0.93% of the 13F portfolio, value $1,272,639.

    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 53,093 shares
    Change vs previous 13F not available

    1.02% of the 13F portfolio, value $1,417,052.

    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).