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Disclosery

MBL Wealth, LLC: SUB position timeline

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

MBL Wealth, LLC held 114,114 SUB 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 114,114 shares
    Change vs previous 13F -4,407 shares

    0.83% of the 13F portfolio, value $12,149,718.

    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 118,521 shares
    Change vs previous 13F +26,853 shares

    0.96% of the 13F portfolio, value $12,622,487.

    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 91,668 shares
    Change vs previous 13F +2,835 shares

    0.78% of the 13F portfolio, value $9,780,976.

    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 88,833 shares
    Change vs previous 13F +3,620 shares

    0.83% of the 13F portfolio, value $9,485,588.

    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 85,213 shares
    Change vs previous 13F -1,271 shares

    0.87% of the 13F portfolio, value $9,061,551.

    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 86,484 shares
    Change vs previous 13F -1,446 shares

    0.93% of the 13F portfolio, value $9,132,711.

    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 87,930 shares
    Change vs previous 13F -633 shares

    0.93% of the 13F portfolio, value $9,274,857.

    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 88,563 shares
    Change vs previous 13F not available

    1.01% of the 13F portfolio, value $9,404,505.

    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).