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Disclosery

MBL Wealth, LLC: META position timeline

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

MBL Wealth, LLC held 6,271 META 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 6,271 shares
    Change vs previous 13F -3,117 shares

    0.24% of the 13F portfolio, value $3,532,422.

    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 9,388 shares
    Change vs previous 13F -95 shares

    0.41% of the 13F portfolio, value $5,371,519.

    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 9,483 shares
    Change vs previous 13F +1,888 shares

    0.5% of the 13F portfolio, value $6,259,856.

    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 7,595 shares
    Change vs previous 13F -181 shares

    0.49% of the 13F portfolio, value $5,577,626.

    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 7,776 shares
    Change vs previous 13F +190 shares

    0.55% of the 13F portfolio, value $5,739,250.

    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 7,586 shares
    Change vs previous 13F +362 shares

    0.44% of the 13F portfolio, value $4,372,301.

    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 7,224 shares
    Change vs previous 13F -192 shares

    0.42% of the 13F portfolio, value $4,229,721.

    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 7,416 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $4,245,194.

    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).