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Disclosery

MB Generational Wealth, LLC: VBR position timeline

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

MB Generational Wealth, LLC held 9,461 VBR 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 9,461 shares
    Change vs previous 13F 0 shares

    1.13% of the 13F portfolio, value $2,298,942.

    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 9,461 shares
    Change vs previous 13F +628 shares

    1.14% of the 13F portfolio, value $2,055,414.

    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 8,833 shares
    Change vs previous 13F +406 shares

    0.99% of the 13F portfolio, value $1,870,753.

    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 8,427 shares
    Change vs previous 13F +351 shares

    1.12% of the 13F portfolio, value $1,758,811.

    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 8,076 shares
    Change vs previous 13F -2,046 shares

    1.12% of the 13F portfolio, value $1,504,488.

    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 10,122 shares
    Change vs previous 13F -40 shares

    1.47% of the 13F portfolio, value $2,005,989.

    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 10,162 shares
    Change vs previous 13F not available

    1.47% of the 13F portfolio, value $2,040,338.

    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).