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Disclosery

MBL Wealth, LLC: UJAN position timeline

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

MBL Wealth, LLC held 21,230 UJAN 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 21,230 shares
    Change vs previous 13F -3,195 shares

    0.07% of the 13F portfolio, value $962,403.

    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 24,425 shares
    Change vs previous 13F +3,510 shares

    0.08% of the 13F portfolio, value $1,038,307.

    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 20,915 shares
    Change vs previous 13F +30 shares

    0.07% of the 13F portfolio, value $904,783.

    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 20,885 shares
    Change vs previous 13F -350 shares

    0.08% of the 13F portfolio, value $879,798.

    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 21,235 shares
    Change vs previous 13F +700 shares

    0.08% of the 13F portfolio, value $859,005.

    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 20,535 shares
    Change vs previous 13F +1,136 shares

    0.08% of the 13F portfolio, value $783,238.

    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 19,399 shares
    Change vs previous 13F -226 shares

    0.08% of the 13F portfolio, value $755,592.

    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 19,625 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $746,732.

    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).