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MBL Wealth, LLC: UDEC position timeline

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

MBL Wealth, LLC held 71,935 UDEC 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 71,935 shares
    Change vs previous 13F +337 shares

    0.2% of the 13F portfolio, value $2,998,259.

    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 71,598 shares
    Change vs previous 13F +12,557 shares

    0.21% of the 13F portfolio, value $2,780,867.

    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 59,041 shares
    Change vs previous 13F +12,484 shares

    0.19% of the 13F portfolio, value $2,340,386.

    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 46,557 shares
    Change vs previous 13F -1,865 shares

    0.16% of the 13F portfolio, value $1,786,393.

    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 48,422 shares
    Change vs previous 13F +11,440 shares

    0.17% of the 13F portfolio, value $1,764,498.

    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 36,982 shares
    Change vs previous 13F +27,283 shares

    0.13% of the 13F portfolio, value $1,268,483.

    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 9,699 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $340,338.

    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).