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Disclosery

MBL Wealth, LLC: TBIL position timeline

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

MBL Wealth, LLC held 258,051 TBIL 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 258,051 shares
    Change vs previous 13F +33,184 shares

    0.88% of the 13F portfolio, value $12,866,440.

    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 224,867 shares
    Change vs previous 13F +73,370 shares

    0.85% of the 13F portfolio, value $11,211,869.

    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 151,497 shares
    Change vs previous 13F +112,020 shares

    0.61% of the 13F portfolio, value $7,556,671.

    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 39,477 shares
    Change vs previous 13F +21,015 shares

    0.17% of the 13F portfolio, value $1,973,850.

    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 18,462 shares
    Change vs previous 13F -2,565 shares

    0.09% of the 13F portfolio, value $923,008.

    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 21,027 shares
    Change vs previous 13F -9,276 shares

    0.11% of the 13F portfolio, value $1,051,561.

    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 30,303 shares
    Change vs previous 13F +12,300 shares

    0.15% of the 13F portfolio, value $1,510,908.

    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 18,003 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $900,871.

    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).