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Disclosery

MBL Wealth, LLC: LH position timeline

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

MBL Wealth, LLC held 23,357 LH 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 23,357 shares
    Change vs previous 13F -52 shares

    0.45% of the 13F portfolio, value $6,539,960.

    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 23,409 shares
    Change vs previous 13F -5,963 shares

    0.47% of the 13F portfolio, value $6,245,756.

    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 29,372 shares
    Change vs previous 13F +5 shares

    0.59% of the 13F portfolio, value $7,368,848.

    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 29,367 shares
    Change vs previous 13F -4 shares

    0.74% of the 13F portfolio, value $8,430,092.

    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 29,371 shares
    Change vs previous 13F -625 shares

    0.74% of the 13F portfolio, value $7,710,182.

    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 29,996 shares
    Change vs previous 13F -5 shares

    0.71% of the 13F portfolio, value $6,981,270.

    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 30,001 shares
    Change vs previous 13F -1,895 shares

    0.69% of the 13F portfolio, value $6,879,830.

    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 31,896 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $7,128,119.

    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).