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Disclosery

MBL Wealth, LLC: VNQ position timeline

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

MBL Wealth, LLC held 53,333 VNQ 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 53,333 shares
    Change vs previous 13F +3,719 shares

    0.35% of the 13F portfolio, value $5,142,902.

    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 49,614 shares
    Change vs previous 13F +2,567 shares

    0.33% of the 13F portfolio, value $4,400,762.

    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 47,047 shares
    Change vs previous 13F -4,086 shares

    0.33% of the 13F portfolio, value $4,163,190.

    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 51,133 shares
    Change vs previous 13F -3,436 shares

    0.41% of the 13F portfolio, value $4,674,579.

    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 54,569 shares
    Change vs previous 13F +2,033 shares

    0.47% of the 13F portfolio, value $4,859,916.

    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 52,536 shares
    Change vs previous 13F +1,902 shares

    0.48% of the 13F portfolio, value $4,756,610.

    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 50,634 shares
    Change vs previous 13F +2,670 shares

    0.45% of the 13F portfolio, value $4,510,477.

    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 47,964 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $4,672,653.

    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).