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Disclosery

MBL Wealth, LLC: MUNI position timeline

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

MBL Wealth, LLC held 505,308 MUNI 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 505,308 shares
    Change vs previous 13F +29,485 shares

    1.82% of the 13F portfolio, value $26,579,201.

    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 475,823 shares
    Change vs previous 13F +20,230 shares

    1.88% of the 13F portfolio, value $24,833,203.

    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 455,593 shares
    Change vs previous 13F +13,478 shares

    1.92% of the 13F portfolio, value $23,877,630.

    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 442,115 shares
    Change vs previous 13F +8,135 shares

    2.02% of the 13F portfolio, value $23,113,773.

    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 433,980 shares
    Change vs previous 13F +1,445 shares

    2.13% of the 13F portfolio, value $22,289,213.

    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 432,535 shares
    Change vs previous 13F +825 shares

    2.26% of the 13F portfolio, value $22,297,180.

    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 431,710 shares
    Change vs previous 13F +3,294 shares

    2.24% of the 13F portfolio, value $22,332,359.

    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 428,416 shares
    Change vs previous 13F not available

    2.45% of the 13F portfolio, value $22,697,480.

    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).