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Disclosery

MBL Wealth, LLC: VUG position timeline

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

MBL Wealth, LLC held 7,224 VUG 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 7,224 shares
    Change vs previous 13F +6,020 shares

    0.04% of the 13F portfolio, value $622,276.

    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 1,204 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $525,896.

    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 1,204 shares
    Change vs previous 13F +701 shares

    0.05% of the 13F portfolio, value $587,384.

    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 503 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $241,244.

    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).