Skip to content
Disclosery

MBL Wealth, LLC: BIL position timeline

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

MBL Wealth, LLC held 1,518,042 BIL shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,518,042 shares
    Change vs previous 13F +199,400 shares

    9.51% of the 13F portfolio, value $139,113,412.

    13F-HR 0001437749-26-023609 filed by MBL 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 1,318,642 shares
    Change vs previous 13F +220,599 shares

    9.15% of the 13F portfolio, value $120,840,355.

    13F-HR 0001437749-26-013587 filed by MBL 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 1,098,043 shares
    Change vs previous 13F +31,008 shares

    8.05% of the 13F portfolio, value $100,339,134.

    13F-HR 0001437749-26-001627 filed by MBL 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 1,067,035 shares
    Change vs previous 13F +118,624 shares

    8.56% of the 13F portfolio, value $97,900,457.

    13F-HR 0001437749-25-031122 filed by MBL 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 ended2025-06-30
    13F 948,411 shares
    Change vs previous 13F -173,761 shares

    8.33% of the 13F portfolio, value $86,997,703.

    13F-HR 0001437749-25-023178 filed by MBL 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 ended2025-03-31
    13F 1,122,172 shares
    Change vs previous 13F -68,472 shares

    10.43% of the 13F portfolio, value $102,936,868.

    13F-HR 0001437749-25-017955 filed by MBL 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 ended2024-12-31
    13F 1,190,644 shares
    Change vs previous 13F +478,736 shares

    10.92% of the 13F portfolio, value $108,860,617.

    13F-HR 0001437749-25-012433 filed by MBL Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 711,908 shares
    Change vs previous 13F not available

    7.05% of the 13F portfolio, value $65,360,297.

    13F-HR 0001437749-25-000682 filed by MBL Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).