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Disclosery

MBL Wealth, LLC: IWM position timeline

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

MBL Wealth, LLC held 4,890 IWM 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 4,890 shares
    Change vs previous 13F -1,368 shares

    0.1% of the 13F portfolio, value $1,469,201.

    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 6,258 shares
    Change vs previous 13F -1,096 shares

    0.12% of the 13F portfolio, value $1,551,984.

    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 7,354 shares
    Change vs previous 13F +1,303 shares

    0.15% of the 13F portfolio, value $1,810,261.

    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 6,051 shares
    Change vs previous 13F -151 shares

    0.13% of the 13F portfolio, value $1,464,100.

    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 6,202 shares
    Change vs previous 13F -438 shares

    0.13% of the 13F portfolio, value $1,338,330.

    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 6,640 shares
    Change vs previous 13F -184 shares

    0.13% of the 13F portfolio, value $1,324,614.

    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 6,824 shares
    Change vs previous 13F -45 shares

    0.15% of the 13F portfolio, value $1,507,832.

    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 6,869 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,517,294.

    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).