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Disclosery

MBL Wealth, LLC: MSFT position timeline

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

MBL Wealth, LLC held 26,738 MSFT 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 26,738 shares
    Change vs previous 13F -722 shares

    0.68% of the 13F portfolio, value $9,973,775.

    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 27,460 shares
    Change vs previous 13F +1,408 shares

    0.77% of the 13F portfolio, value $10,164,964.

    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 26,052 shares
    Change vs previous 13F +6,317 shares

    1.01% of the 13F portfolio, value $12,599,089.

    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 19,735 shares
    Change vs previous 13F +948 shares

    0.89% of the 13F portfolio, value $10,221,676.

    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 18,787 shares
    Change vs previous 13F -630 shares

    0.89% of the 13F portfolio, value $9,345,067.

    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 19,417 shares
    Change vs previous 13F +1,084 shares

    0.74% of the 13F portfolio, value $7,288,963.

    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 18,333 shares
    Change vs previous 13F -708 shares

    0.78% of the 13F portfolio, value $7,727,460.

    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 19,041 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $8,193,310.

    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).