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Disclosery

MBL Wealth, LLC: UITB position timeline

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

MBL Wealth, LLC held 758,771 UITB 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 758,771 shares
    Change vs previous 13F +37,896 shares

    2.43% of the 13F portfolio, value $35,539,317.

    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 720,875 shares
    Change vs previous 13F +58,326 shares

    2.57% of the 13F portfolio, value $33,893,380.

    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 662,549 shares
    Change vs previous 13F +41,767 shares

    2.52% of the 13F portfolio, value $31,374,810.

    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 620,782 shares
    Change vs previous 13F +24,384 shares

    2.58% of the 13F portfolio, value $29,499,561.

    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 596,398 shares
    Change vs previous 13F +9,415 shares

    2.69% of the 13F portfolio, value $28,072,454.

    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 586,983 shares
    Change vs previous 13F +31,946 shares

    2.79% of the 13F portfolio, value $27,552,983.

    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 555,037 shares
    Change vs previous 13F +42,040 shares

    2.56% of the 13F portfolio, value $25,509,501.

    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 512,997 shares
    Change vs previous 13F not available

    2.65% of the 13F portfolio, value $24,587,947.

    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).