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Disclosery

MBL Wealth, LLC: UAUG position timeline

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

MBL Wealth, LLC held 127,626 UAUG 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 127,626 shares
    Change vs previous 13F +461 shares

    0.37% of the 13F portfolio, value $5,371,115.

    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 127,165 shares
    Change vs previous 13F -2,114 shares

    0.38% of the 13F portfolio, value $5,003,206.

    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 129,279 shares
    Change vs previous 13F -1,946 shares

    0.41% of the 13F portfolio, value $5,160,818.

    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 131,225 shares
    Change vs previous 13F +7,211 shares

    0.45% of the 13F portfolio, value $5,158,049.

    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 124,014 shares
    Change vs previous 13F -453 shares

    0.44% of the 13F portfolio, value $4,641,039.

    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 124,467 shares
    Change vs previous 13F -9,308 shares

    0.44% of the 13F portfolio, value $4,309,048.

    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 133,775 shares
    Change vs previous 13F -3,001 shares

    0.48% of the 13F portfolio, value $4,750,257.

    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 136,776 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $4,791,264.

    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).