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Disclosery

MBL Wealth, LLC: IJR position timeline

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

MBL Wealth, LLC held 269,424 IJR 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 269,424 shares
    Change vs previous 13F +4,750 shares

    2.73% of the 13F portfolio, value $39,958,319.

    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 264,674 shares
    Change vs previous 13F +8,142 shares

    2.49% of the 13F portfolio, value $32,901,662.

    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 256,532 shares
    Change vs previous 13F +6,447 shares

    2.47% of the 13F portfolio, value $30,830,052.

    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 250,085 shares
    Change vs previous 13F -1,274 shares

    2.6% of the 13F portfolio, value $29,717,636.

    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 251,359 shares
    Change vs previous 13F +7,357 shares

    2.63% of the 13F portfolio, value $27,471,058.

    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 244,002 shares
    Change vs previous 13F +33 shares

    2.59% of the 13F portfolio, value $25,515,320.

    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 243,969 shares
    Change vs previous 13F +6,205 shares

    2.82% of the 13F portfolio, value $28,110,143.

    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 237,764 shares
    Change vs previous 13F not available

    3% of the 13F portfolio, value $27,808,846.

    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).