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Disclosery

MBL Wealth, LLC: PTNQ position timeline

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

MBL Wealth, LLC held 63,893 PTNQ 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 63,893 shares
    Change vs previous 13F -1,997 shares

    0.39% of the 13F portfolio, value $5,664,115.

    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 65,890 shares
    Change vs previous 13F +854 shares

    0.36% of the 13F portfolio, value $4,807,335.

    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 65,036 shares
    Change vs previous 13F +4,181 shares

    0.41% of the 13F portfolio, value $5,115,082.

    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 60,855 shares
    Change vs previous 13F +13,470 shares

    0.41% of the 13F portfolio, value $4,718,089.

    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 47,385 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $3,381,868.

    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).