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Disclosery

MBL Wealth, LLC: DFNM position timeline

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

MBL Wealth, LLC held 776,501 DFNM 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 776,501 shares
    Change vs previous 13F +36,766 shares

    2.57% of the 13F portfolio, value $37,532,177.

    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 739,735 shares
    Change vs previous 13F +32,640 shares

    2.69% of the 13F portfolio, value $35,455,499.

    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 707,095 shares
    Change vs previous 13F +26,680 shares

    2.73% of the 13F portfolio, value $34,060,767.

    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 680,415 shares
    Change vs previous 13F +13,302 shares

    2.85% of the 13F portfolio, value $32,646,312.

    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 667,113 shares
    Change vs previous 13F -26,798 shares

    3.03% of the 13F portfolio, value $31,641,170.

    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 693,911 shares
    Change vs previous 13F -3,035 shares

    3.34% of the 13F portfolio, value $33,009,347.

    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 696,946 shares
    Change vs previous 13F +1,188 shares

    3.34% of the 13F portfolio, value $33,293,111.

    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 695,758 shares
    Change vs previous 13F not available

    3.64% of the 13F portfolio, value $33,772,094.

    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).