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Disclosery

MBL Wealth, LLC: WMT position timeline

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

MBL Wealth, LLC held 17,969 WMT 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 17,969 shares
    Change vs previous 13F -969 shares

    0.14% of the 13F portfolio, value $2,035,170.

    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 18,938 shares
    Change vs previous 13F -62 shares

    0.18% of the 13F portfolio, value $2,353,615.

    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 19,000 shares
    Change vs previous 13F +5,213 shares

    0.17% of the 13F portfolio, value $2,116,791.

    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 13,787 shares
    Change vs previous 13F -295 shares

    0.12% of the 13F portfolio, value $1,420,890.

    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 14,082 shares
    Change vs previous 13F +484 shares

    0.13% of the 13F portfolio, value $1,376,939.

    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 13,598 shares
    Change vs previous 13F +1,591 shares

    0.12% of the 13F portfolio, value $1,193,799.

    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 12,007 shares
    Change vs previous 13F -3,365 shares

    0.11% of the 13F portfolio, value $1,084,864.

    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 15,372 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,241,317.

    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).