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Disclosery

MBL Wealth, LLC: TOTL position timeline

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

MBL Wealth, LLC held 26,492 TOTL 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 26,492 shares
    Change vs previous 13F -1,922 shares

    0.07% of the 13F portfolio, value $1,045,644.

    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 28,414 shares
    Change vs previous 13F -1,161 shares

    0.09% of the 13F portfolio, value $1,128,882.

    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 29,575 shares
    Change vs previous 13F -8,563 shares

    0.1% of the 13F portfolio, value $1,190,380.

    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 38,138 shares
    Change vs previous 13F -18,242 shares

    0.14% of the 13F portfolio, value $1,547,268.

    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 56,380 shares
    Change vs previous 13F -11,283 shares

    0.22% of the 13F portfolio, value $2,261,400.

    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 67,663 shares
    Change vs previous 13F -8,100 shares

    0.28% of the 13F portfolio, value $2,726,130.

    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 75,763 shares
    Change vs previous 13F -17,272 shares

    0.3% of the 13F portfolio, value $2,984,324.

    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 93,035 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $3,851,653.

    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).