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Disclosery

MBL Wealth, LLC: FJUL position timeline

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

MBL Wealth, LLC held 80,208 FJUL 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 80,208 shares
    Change vs previous 13F -11,198 shares

    0.33% of the 13F portfolio, value $4,775,585.

    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 91,406 shares
    Change vs previous 13F -2,722 shares

    0.38% of the 13F portfolio, value $5,001,737.

    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 94,128 shares
    Change vs previous 13F -1,560 shares

    0.42% of the 13F portfolio, value $5,263,243.

    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 95,688 shares
    Change vs previous 13F -7,800 shares

    0.46% of the 13F portfolio, value $5,237,005.

    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 103,488 shares
    Change vs previous 13F -1,088 shares

    0.51% of the 13F portfolio, value $5,354,418.

    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 104,576 shares
    Change vs previous 13F -4,233 shares

    0.5% of the 13F portfolio, value $4,981,363.

    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 108,809 shares
    Change vs previous 13F -2,607 shares

    0.53% of the 13F portfolio, value $5,328,106.

    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 111,416 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $5,360,224.

    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).