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Disclosery

MBL Wealth, LLC: CARY position timeline

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

MBL Wealth, LLC held 530,615 CARY 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 530,615 shares
    Change vs previous 13F -9,989 shares

    0.75% of the 13F portfolio, value $11,026,180.

    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 540,604 shares
    Change vs previous 13F +20,566 shares

    0.85% of the 13F portfolio, value $11,229,914.

    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 520,038 shares
    Change vs previous 13F +31,933 shares

    0.87% of the 13F portfolio, value $10,830,052.

    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 488,105 shares
    Change vs previous 13F +18,485 shares

    0.89% of the 13F portfolio, value $10,206,276.

    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 469,620 shares
    Change vs previous 13F +1,358 shares

    0.94% of the 13F portfolio, value $9,768,096.

    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 468,262 shares
    Change vs previous 13F +15,142 shares

    0.98% of the 13F portfolio, value $9,721,120.

    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 453,120 shares
    Change vs previous 13F +13,767 shares

    0.94% of the 13F portfolio, value $9,329,741.

    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 439,353 shares
    Change vs previous 13F not available

    1% of the 13F portfolio, value $9,309,891.

    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).