Skip to content
Disclosery

MBL Wealth, LLC: PTIN position timeline

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

MBL Wealth, LLC held 250,351 PTIN 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 250,351 shares
    Change vs previous 13F -2,294 shares

    0.63% of the 13F portfolio, value $9,180,381.

    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 252,645 shares
    Change vs previous 13F +5,869 shares

    0.62% of the 13F portfolio, value $8,216,024.

    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 246,776 shares
    Change vs previous 13F +778 shares

    0.62% of the 13F portfolio, value $7,761,114.

    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 245,998 shares
    Change vs previous 13F -7,141 shares

    0.66% of the 13F portfolio, value $7,495,567.

    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 253,139 shares
    Change vs previous 13F +8,246 shares

    0.7% of the 13F portfolio, value $7,343,570.

    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 244,893 shares
    Change vs previous 13F +11,038 shares

    0.73% of the 13F portfolio, value $7,180,271.

    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 233,855 shares
    Change vs previous 13F +12,858 shares

    0.65% of the 13F portfolio, value $6,489,484.

    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 220,997 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $6,833,236.

    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).