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Disclosery

MBL Wealth, LLC: MLPA position timeline

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

MBL Wealth, LLC held 155,692 MLPA 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 155,692 shares
    Change vs previous 13F +9,433 shares

    0.56% of the 13F portfolio, value $8,264,132.

    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 146,259 shares
    Change vs previous 13F +8,442 shares

    0.6% of the 13F portfolio, value $7,878,973.

    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 137,817 shares
    Change vs previous 13F +5,803 shares

    0.54% of the 13F portfolio, value $6,671,721.

    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 132,014 shares
    Change vs previous 13F +9,021 shares

    0.56% of the 13F portfolio, value $6,392,118.

    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 122,993 shares
    Change vs previous 13F +6,215 shares

    0.59% of the 13F portfolio, value $6,174,249.

    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 116,778 shares
    Change vs previous 13F -2,699 shares

    0.63% of the 13F portfolio, value $6,216,093.

    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 119,477 shares
    Change vs previous 13F +8,253 shares

    0.59% of the 13F portfolio, value $5,903,359.

    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 111,224 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $5,336,528.

    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).