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
- period ended2026-06-3013F 71,935 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 71,598 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 59,041 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 46,557 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 48,422 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 36,982 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 9,699 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).