Skip to content
Disclosery

MBL Wealth, LLC: IWR position timeline

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

MBL Wealth, LLC held 18,394 IWR 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 18,394 shares
    Change vs previous 13F -950 shares

    0.14% of the 13F portfolio, value $2,029,193.

    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 19,344 shares
    Change vs previous 13F -575 shares

    0.14% of the 13F portfolio, value $1,880,788.

    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 19,919 shares
    Change vs previous 13F +2,225 shares

    0.15% of the 13F portfolio, value $1,917,573.

    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 17,694 shares
    Change vs previous 13F -300 shares

    0.15% of the 13F portfolio, value $1,708,326.

    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 17,994 shares
    Change vs previous 13F -300 shares

    0.16% of the 13F portfolio, value $1,654,880.

    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 18,294 shares
    Change vs previous 13F -50 shares

    0.16% of the 13F portfolio, value $1,556,245.

    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 18,344 shares
    Change vs previous 13F -100 shares

    0.16% of the 13F portfolio, value $1,621,583.

    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 18,444 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $1,625,628.

    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).