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MBL Wealth, LLC: THIR position timeline

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

MBL Wealth, LLC held 196,153 THIR 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 196,153 shares
    Change vs previous 13F +11,225 shares

    0.46% of the 13F portfolio, value $6,767,279.

    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 184,928 shares
    Change vs previous 13F +43,675 shares

    0.43% of the 13F portfolio, value $5,734,896.

    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 141,253 shares
    Change vs previous 13F +58,101 shares

    0.37% of the 13F portfolio, value $4,551,172.

    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 83,152 shares
    Change vs previous 13F +61,207 shares

    0.23% of the 13F portfolio, value $2,610,857.

    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 21,945 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $641,453.

    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).