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MBL Wealth, LLC: JBBB position timeline

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

MBL Wealth, LLC held 13,360 JBBB 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 13,360 shares
    Change vs previous 13F -8,885 shares

    0.04% of the 13F portfolio, value $632,596.

    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 22,245 shares
    Change vs previous 13F -24,200 shares

    0.08% of the 13F portfolio, value $1,036,729.

    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 46,445 shares
    Change vs previous 13F -10,700 shares

    0.18% of the 13F portfolio, value $2,215,427.

    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 57,145 shares
    Change vs previous 13F +3,265 shares

    0.24% of the 13F portfolio, value $2,752,675.

    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 53,880 shares
    Change vs previous 13F -17,860 shares

    0.25% of the 13F portfolio, value $2,597,555.

    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 71,740 shares
    Change vs previous 13F +2,304 shares

    0.35% of the 13F portfolio, value $3,491,586.

    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 69,436 shares
    Change vs previous 13F -10,369 shares

    0.34% of the 13F portfolio, value $3,413,474.

    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 79,805 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $3,906,455.

    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).