Skip to content
Disclosery

MBL Wealth, LLC: PLTR position timeline

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

MBL Wealth, LLC held 2,771 PLTR 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 2,771 shares
    Change vs previous 13F -2,478 shares

    0.02% of the 13F portfolio, value $323,293.

    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 5,249 shares
    Change vs previous 13F +445 shares

    0.06% of the 13F portfolio, value $767,824.

    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 4,804 shares
    Change vs previous 13F +1,602 shares

    0.07% of the 13F portfolio, value $853,912.

    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 3,202 shares
    Change vs previous 13F +1,489 shares

    0.05% of the 13F portfolio, value $584,110.

    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 1,713 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $233,517.

    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).