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Disclosery

MBL Wealth, LLC: TDVG position timeline

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

MBL Wealth, LLC held 112,033 TDVG 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 112,033 shares
    Change vs previous 13F -28,244 shares

    0.38% of the 13F portfolio, value $5,492,978.

    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 140,277 shares
    Change vs previous 13F -7,506 shares

    0.47% of the 13F portfolio, value $6,260,563.

    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 147,783 shares
    Change vs previous 13F +1,961 shares

    0.53% of the 13F portfolio, value $6,645,802.

    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 145,822 shares
    Change vs previous 13F +1,035 shares

    0.56% of the 13F portfolio, value $6,410,336.

    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 144,787 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $6,136,074.

    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).