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Disclosery

MBL Wealth, LLC: IDEV position timeline

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

MBL Wealth, LLC held 312,873 IDEV 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 312,873 shares
    Change vs previous 13F +11,855 shares

    1.9% of the 13F portfolio, value $27,848,826.

    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 301,018 shares
    Change vs previous 13F +16,192 shares

    1.91% of the 13F portfolio, value $25,156,075.

    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 284,826 shares
    Change vs previous 13F +11,270 shares

    1.88% of the 13F portfolio, value $23,492,449.

    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 273,556 shares
    Change vs previous 13F +2,302 shares

    1.92% of the 13F portfolio, value $21,930,985.

    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 271,254 shares
    Change vs previous 13F +7,866 shares

    1.97% of the 13F portfolio, value $20,626,155.

    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 263,388 shares
    Change vs previous 13F +13,088 shares

    1.84% of the 13F portfolio, value $18,144,800.

    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 250,300 shares
    Change vs previous 13F +7,605 shares

    1.62% of the 13F portfolio, value $16,136,841.

    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 242,695 shares
    Change vs previous 13F not available

    1.85% of the 13F portfolio, value $17,190,087.

    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).