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Disclosery

MBL Wealth, LLC: IJH position timeline

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

MBL Wealth, LLC held 942,760 IJH 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 942,760 shares
    Change vs previous 13F +33,964 shares

    4.97% of the 13F portfolio, value $72,696,243.

    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 908,796 shares
    Change vs previous 13F +41,377 shares

    4.65% of the 13F portfolio, value $61,371,011.

    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 867,419 shares
    Change vs previous 13F +35,073 shares

    4.59% of the 13F portfolio, value $57,249,670.

    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 832,346 shares
    Change vs previous 13F +11,797 shares

    4.75% of the 13F portfolio, value $54,318,916.

    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 820,549 shares
    Change vs previous 13F +47,229 shares

    4.87% of the 13F portfolio, value $50,890,464.

    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 773,320 shares
    Change vs previous 13F +17,193 shares

    4.57% of the 13F portfolio, value $45,123,237.

    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 756,127 shares
    Change vs previous 13F +14,155 shares

    4.73% of the 13F portfolio, value $47,114,289.

    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 741,972 shares
    Change vs previous 13F not available

    4.98% of the 13F portfolio, value $46,239,680.

    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).