MBL Wealth, LLC: TFC position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MBL Wealth, LLC on TFC, newest first. How the timeline and the estimate are built.
MBL Wealth, LLC held 16,625 TFC shares at 2026-06-30 per its 13F-HR filed 2026-07-15.
the latest 13F is the newest step
- period ended2026-06-3013F 16,625 sharesChange vs previous 13F -81 shares
0.06% of the 13F portfolio, value $828,258.
13F-HR 0001437749-26-023609 filed by MBL Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 16,706 sharesChange vs previous 13F +953 shares
0.06% of the 13F portfolio, value $767,975.
13F-HR 0001437749-26-013587 filed by MBL Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 15,753 sharesChange vs previous 13F +4,947 shares
0.06% of the 13F portfolio, value $775,206.
13F-HR 0001437749-26-001627 filed by MBL Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 10,806 sharesChange vs previous 13F +510 shares
0.04% of the 13F portfolio, value $494,051.
13F-HR 0001437749-25-031122 filed by MBL Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 10,296 sharesChange vs previous 13F -585 shares
0.04% of the 13F portfolio, value $442,626.
13F-HR 0001437749-25-023178 filed by MBL Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 10,881 sharesChange vs previous 13F +3,141 shares
0.05% of the 13F portfolio, value $447,754.
13F-HR 0001437749-25-017955 filed by MBL Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 7,740 sharesChange vs previous 13F +483 shares
0.03% of the 13F portfolio, value $335,762.
13F-HR 0001437749-25-012433 filed by MBL Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 7,257 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $310,382.
13F-HR 0001437749-25-000682 filed by MBL Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).