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Disclosery

MBL Wealth, LLC: DIVO position timeline

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

MBL Wealth, LLC held 1,025,761 DIVO 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 1,025,761 shares
    Change vs previous 13F +43,968 shares

    3.2% of the 13F portfolio, value $46,877,266.

    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 981,793 shares
    Change vs previous 13F +40,241 shares

    3.34% of the 13F portfolio, value $44,033,437.

    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 941,552 shares
    Change vs previous 13F +24,273 shares

    3.36% of the 13F portfolio, value $41,899,077.

    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 917,279 shares
    Change vs previous 13F +19,524 shares

    3.57% of the 13F portfolio, value $40,883,125.

    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 897,755 shares
    Change vs previous 13F +36,590 shares

    3.66% of the 13F portfolio, value $38,199,488.

    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 861,165 shares
    Change vs previous 13F +5,667 shares

    3.56% of the 13F portfolio, value $35,109,688.

    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 855,498 shares
    Change vs previous 13F +43,745 shares

    3.48% of the 13F portfolio, value $34,630,563.

    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 811,753 shares
    Change vs previous 13F not available

    3.6% of the 13F portfolio, value $33,436,089.

    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).