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Disclosery

MBL Wealth, LLC: MODL position timeline

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

MBL Wealth, LLC held 261,184 MODL 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 261,184 shares
    Change vs previous 13F +3,221 shares

    0.91% of the 13F portfolio, value $13,312,549.

    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 257,963 shares
    Change vs previous 13F +23,246 shares

    0.87% of the 13F portfolio, value $11,528,367.

    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 234,717 shares
    Change vs previous 13F +10,274 shares

    0.89% of the 13F portfolio, value $11,153,752.

    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 224,443 shares
    Change vs previous 13F +6,852 shares

    0.91% of the 13F portfolio, value $10,372,926.

    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 217,591 shares
    Change vs previous 13F +81,997 shares

    0.9% of the 13F portfolio, value $9,378,173.

    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 135,594 shares
    Change vs previous 13F +53,952 shares

    0.53% of the 13F portfolio, value $5,263,760.

    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 81,642 shares
    Change vs previous 13F +15,012 shares

    0.33% of the 13F portfolio, value $3,284,458.

    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 66,630 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $2,623,890.

    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).