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Disclosery

MBL Wealth, LLC: HD position timeline

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

MBL Wealth, LLC held 5,638 HD 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 5,638 shares
    Change vs previous 13F -60 shares

    0.14% of the 13F portfolio, value $1,988,587.

    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 5,698 shares
    Change vs previous 13F +29 shares

    0.14% of the 13F portfolio, value $1,873,944.

    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 5,669 shares
    Change vs previous 13F +413 shares

    0.16% of the 13F portfolio, value $1,950,721.

    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 5,256 shares
    Change vs previous 13F +71 shares

    0.19% of the 13F portfolio, value $2,129,842.

    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 5,185 shares
    Change vs previous 13F -313 shares

    0.18% of the 13F portfolio, value $1,900,971.

    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 5,498 shares
    Change vs previous 13F +276 shares

    0.2% of the 13F portfolio, value $2,015,028.

    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 5,222 shares
    Change vs previous 13F -140 shares

    0.2% of the 13F portfolio, value $2,031,129.

    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 5,362 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $2,172,683.

    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).