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Disclosery

MBL Wealth, LLC: POCT position timeline

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

MBL Wealth, LLC held 11,274 POCT 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 11,274 shares
    Change vs previous 13F +225 shares

    0.04% of the 13F portfolio, value $523,227.

    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 11,049 shares
    Change vs previous 13F +825 shares

    0.04% of the 13F portfolio, value $476,323.

    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 10,224 shares
    Change vs previous 13F +3,618 shares

    0.04% of the 13F portfolio, value $449,039.

    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 6,606 shares
    Change vs previous 13F +550 shares

    0.02% of the 13F portfolio, value $284,719.

    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 6,056 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $250,113.

    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 6,056 shares
    Change vs previous 13F -1 shares

    0.02% of the 13F portfolio, value $235,276.

    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 6,057 shares
    Change vs previous 13F +256 shares

    0.02% of the 13F portfolio, value $239,654.

    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 5,801 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $225,949.

    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).