Skip to content
Disclosery

MBL Wealth, LLC: DFUV position timeline

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

MBL Wealth, LLC held 12,223 DFUV 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 12,223 shares
    Change vs previous 13F +1,092 shares

    0.05% of the 13F portfolio, value $672,388.

    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 11,131 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $539,409.

    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 11,131 shares
    Change vs previous 13F +3,902 shares

    0.04% of the 13F portfolio, value $518,594.

    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 7,229 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $323,065.

    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 7,229 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $305,643.

    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 7,229 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $297,908.

    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 7,229 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $295,811.

    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 7,229 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $301,378.

    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).