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Disclosery

MBL Wealth, LLC: CBTJ position timeline

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

MBL Wealth, LLC held 450,072 CBTJ 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 450,072 shares
    Change vs previous 13F +356,518 shares

    0.53% of the 13F portfolio, value $7,770,134.

    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 93,554 shares
    Change vs previous 13F -63,823 shares

    0.13% of the 13F portfolio, value $1,764,916.

    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 157,377 shares
    Change vs previous 13F -166,727 shares

    0.28% of the 13F portfolio, value $3,443,410.

    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 324,104 shares
    Change vs previous 13F +49,392 shares

    0.81% of the 13F portfolio, value $9,269,375.

    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 274,712 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $7,431,812.

    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).