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Disclosery

MBL Wealth, LLC: ITOT position timeline

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

MBL Wealth, LLC held 11,516 ITOT 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 11,516 shares
    Change vs previous 13F +549 shares

    0.13% of the 13F portfolio, value $1,891,763.

    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 10,967 shares
    Change vs previous 13F +478 shares

    0.12% of the 13F portfolio, value $1,562,040.

    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 10,489 shares
    Change vs previous 13F +1,420 shares

    0.13% of the 13F portfolio, value $1,559,606.

    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 9,069 shares
    Change vs previous 13F +407 shares

    0.12% of the 13F portfolio, value $1,320,877.

    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 8,662 shares
    Change vs previous 13F +555 shares

    0.11% of the 13F portfolio, value $1,169,679.

    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 8,107 shares
    Change vs previous 13F +980 shares

    0.1% of the 13F portfolio, value $989,086.

    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 7,127 shares
    Change vs previous 13F +545 shares

    0.09% of the 13F portfolio, value $916,737.

    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 6,582 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $826,872.

    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).