Skip to content
Disclosery

MBL Wealth, LLC: SMMU position timeline

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

MBL Wealth, LLC held 21,662 SMMU 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 21,662 shares
    Change vs previous 13F -100 shares

    0.07% of the 13F portfolio, value $1,093,931.

    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 21,762 shares
    Change vs previous 13F -810 shares

    0.08% of the 13F portfolio, value $1,097,893.

    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 22,572 shares
    Change vs previous 13F +50 shares

    0.09% of the 13F portfolio, value $1,138,306.

    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 22,522 shares
    Change vs previous 13F +100 shares

    0.1% of the 13F portfolio, value $1,138,938.

    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 22,422 shares
    Change vs previous 13F +472 shares

    0.11% of the 13F portfolio, value $1,124,912.

    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 21,950 shares
    Change vs previous 13F -1,700 shares

    0.11% of the 13F portfolio, value $1,097,939.

    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 23,650 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $1,178,716.

    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 23,650 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,194,325.

    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).