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Disclosery

MBL Wealth, LLC: PSEP position timeline

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

MBL Wealth, LLC held 225,899 PSEP 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 225,899 shares
    Change vs previous 13F -3,446 shares

    0.71% of the 13F portfolio, value $10,402,649.

    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 229,345 shares
    Change vs previous 13F +9,867 shares

    0.75% of the 13F portfolio, value $9,875,596.

    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 219,478 shares
    Change vs previous 13F +15,599 shares

    0.77% of the 13F portfolio, value $9,595,227.

    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 203,879 shares
    Change vs previous 13F -1,162 shares

    0.77% of the 13F portfolio, value $8,756,604.

    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 205,041 shares
    Change vs previous 13F +197 shares

    0.8% of the 13F portfolio, value $8,384,127.

    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 204,844 shares
    Change vs previous 13F -8,821 shares

    0.8% of the 13F portfolio, value $7,868,059.

    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 213,665 shares
    Change vs previous 13F -6,702 shares

    0.84% of the 13F portfolio, value $8,351,161.

    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 220,367 shares
    Change vs previous 13F not available

    0.92% of the 13F portfolio, value $8,490,741.

    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).