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Disclosery

MBL Wealth, LLC: VO position timeline

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

MBL Wealth, LLC held 81,658 VO 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 81,658 shares
    Change vs previous 13F +59,008 shares

    0.45% of the 13F portfolio, value $6,579,152.

    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 22,650 shares
    Change vs previous 13F +181 shares

    0.49% of the 13F portfolio, value $6,504,508.

    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 22,469 shares
    Change vs previous 13F -74 shares

    0.52% of the 13F portfolio, value $6,520,833.

    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 22,543 shares
    Change vs previous 13F +331 shares

    0.58% of the 13F portfolio, value $6,621,659.

    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 22,212 shares
    Change vs previous 13F -50 shares

    0.59% of the 13F portfolio, value $6,215,468.

    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 22,262 shares
    Change vs previous 13F -11 shares

    0.58% of the 13F portfolio, value $5,757,292.

    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 22,273 shares
    Change vs previous 13F -330 shares

    0.59% of the 13F portfolio, value $5,882,858.

    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 22,603 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $5,963,240.

    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).