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Disclosery

MBL Wealth, LLC: ISTB position timeline

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

MBL Wealth, LLC held 874,816 ISTB 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 874,816 shares
    Change vs previous 13F +40,097 shares

    2.88% of the 13F portfolio, value $42,209,872.

    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 834,719 shares
    Change vs previous 13F +60,258 shares

    3.06% of the 13F portfolio, value $40,450,477.

    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 774,461 shares
    Change vs previous 13F +27,948 shares

    3.03% of the 13F portfolio, value $37,754,968.

    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 746,513 shares
    Change vs previous 13F +36,110 shares

    3.19% of the 13F portfolio, value $36,459,691.

    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 710,403 shares
    Change vs previous 13F -5,556 shares

    3.31% of the 13F portfolio, value $34,561,105.

    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 715,959 shares
    Change vs previous 13F +3,611 shares

    3.51% of the 13F portfolio, value $34,616,622.

    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 712,348 shares
    Change vs previous 13F +27,767 shares

    3.41% of the 13F portfolio, value $34,028,876.

    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 684,581 shares
    Change vs previous 13F not available

    3.59% of the 13F portfolio, value $33,325,400.

    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).