MBL Wealth, LLC: DOW position timeline

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

MBL Wealth, LLC held 12,385 DOW shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

period ended2026-06-30
13F 12,385 shares
Change vs previous 13F -352 shares
0.02% of the 13F portfolio, value $338,854.
13F-HR 0001437749-26-023609 filed by MBL Wealth, LLC
Filed 2026-07-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 12,737 shares
Change vs previous 13F not available
0.04% of the 13F portfolio, value $530,497.
13F-HR 0001437749-26-013587 filed by MBL Wealth, LLC
Filed 2026-04-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).