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MBL Wealth, LLC: PJUL position timeline

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

MBL Wealth, LLC held 141,059 PJUL 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 141,059 shares
    Change vs previous 13F -7,387 shares

    0.47% of the 13F portfolio, value $6,885,090.

    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 148,446 shares
    Change vs previous 13F -3,060 shares

    0.52% of the 13F portfolio, value $6,823,692.

    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 151,506 shares
    Change vs previous 13F -1,461 shares

    0.56% of the 13F portfolio, value $7,034,424.

    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 152,967 shares
    Change vs previous 13F +1,159 shares

    0.61% of the 13F portfolio, value $6,975,296.

    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 151,808 shares
    Change vs previous 13F +2,110 shares

    0.64% of the 13F portfolio, value $6,656,781.

    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 149,698 shares
    Change vs previous 13F +1,419 shares

    0.61% of the 13F portfolio, value $6,016,363.

    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 148,279 shares
    Change vs previous 13F -2,897 shares

    0.61% of the 13F portfolio, value $6,104,647.

    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 151,176 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $6,119,590.

    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).