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Disclosery

MBL Wealth, LLC: JPEF position timeline

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

MBL Wealth, LLC held 75,077 JPEF 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 75,077 shares
    Change vs previous 13F +435 shares

    0.41% of the 13F portfolio, value $6,030,951.

    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 74,642 shares
    Change vs previous 13F -933 shares

    0.41% of the 13F portfolio, value $5,360,013.

    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 75,575 shares
    Change vs previous 13F +2,171 shares

    0.45% of the 13F portfolio, value $5,644,471.

    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 73,404 shares
    Change vs previous 13F +2,839 shares

    0.48% of the 13F portfolio, value $5,438,503.

    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 70,565 shares
    Change vs previous 13F +31,565 shares

    0.47% of the 13F portfolio, value $4,949,430.

    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 39,000 shares
    Change vs previous 13F +11,177 shares

    0.25% of the 13F portfolio, value $2,482,740.

    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 27,823 shares
    Change vs previous 13F +9,733 shares

    0.19% of the 13F portfolio, value $1,867,202.

    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 18,090 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,185,438.

    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).