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Disclosery

MBL Wealth, LLC: VTI position timeline

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

MBL Wealth, LLC held 5,930 VTI 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 5,930 shares
    Change vs previous 13F -9 shares

    0.15% of the 13F portfolio, value $2,194,338.

    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 5,939 shares
    Change vs previous 13F -650 shares

    0.14% of the 13F portfolio, value $1,905,291.

    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 6,589 shares
    Change vs previous 13F -400 shares

    0.18% of the 13F portfolio, value $2,209,095.

    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 6,989 shares
    Change vs previous 13F -605 shares

    0.2% of the 13F portfolio, value $2,293,581.

    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 7,594 shares
    Change vs previous 13F -5,168 shares

    0.22% of the 13F portfolio, value $2,308,045.

    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 12,762 shares
    Change vs previous 13F -1,129 shares

    0.36% of the 13F portfolio, value $3,507,555.

    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 13,891 shares
    Change vs previous 13F +13,020 shares

    0.4% of the 13F portfolio, value $4,025,774.

    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 871 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $246,633.

    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).