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Disclosery

MBL Wealth, LLC: IBIT position timeline

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

MBL Wealth, LLC held 44,260 IBIT 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 44,260 shares
    Change vs previous 13F +1,483 shares

    0.1% of the 13F portfolio, value $1,473,416.

    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 42,777 shares
    Change vs previous 13F -384 shares

    0.12% of the 13F portfolio, value $1,643,493.

    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 43,161 shares
    Change vs previous 13F +5,121 shares

    0.17% of the 13F portfolio, value $2,142,944.

    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 38,040 shares
    Change vs previous 13F +30,188 shares

    0.22% of the 13F portfolio, value $2,472,600.

    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 7,852 shares
    Change vs previous 13F -434 shares

    0.05% of the 13F portfolio, value $480,621.

    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 8,286 shares
    Change vs previous 13F +3,569 shares

    0.04% of the 13F portfolio, value $387,868.

    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 4,717 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $250,237.

    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).