MBL Wealth, LLC: KJAN position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MBL Wealth, LLC on KJAN, newest first. How the timeline and the estimate are built.
MBL Wealth, LLC held 224,531 KJAN shares at 2026-06-30 per its 13F-HR filed 2026-07-15.
the latest 13F is the newest step
- period ended2026-06-3013F 224,531 sharesChange vs previous 13F +3,068 shares
0.7% of the 13F portfolio, value $10,245,350.
13F-HR 0001437749-26-023609 filed by MBL Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 221,463 sharesChange vs previous 13F +5,990 shares
0.7% of the 13F portfolio, value $9,239,880.
13F-HR 0001437749-26-013587 filed by MBL Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 215,473 sharesChange vs previous 13F +833 shares
0.72% of the 13F portfolio, value $8,924,892.
13F-HR 0001437749-26-001627 filed by MBL Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 214,640 sharesChange vs previous 13F +413 shares
0.76% of the 13F portfolio, value $8,661,798.
13F-HR 0001437749-25-031122 filed by MBL Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 214,227 sharesChange vs previous 13F -109,876 shares
0.77% of the 13F portfolio, value $8,029,228.
13F-HR 0001437749-25-023178 filed by MBL Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 324,103 sharesChange vs previous 13F -6,985 shares
1.17% of the 13F portfolio, value $11,583,442.
13F-HR 0001437749-25-017955 filed by MBL Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 331,088 sharesChange vs previous 13F -6,192 shares
1.24% of the 13F portfolio, value $12,366,137.
13F-HR 0001437749-25-012433 filed by MBL Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 337,280 sharesChange vs previous 13F not available
1.35% of the 13F portfolio, value $12,502,970.
13F-HR 0001437749-25-000682 filed by MBL Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).