Position in BAND
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,842,852
+$1,324,059 QoQ
Shares Held
29,113
0.0% QoQ
Ownership
0.090%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#7
of 40 holders
Holding Since
Dec 2020
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BAND Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026MBL Wealth, LLC holds $16,332,157 across 10 Software - Infrastructure names. BAND ranks #2 (11.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
26,738 | $9,973,807 | |
| 2 | BAND |
Bandwidth Inc.
This page
|
29,113 | $1,842,852 | |
| 3 | ORCL |
Oracle Corp
|
9,233 | $1,353,095 | |
| 4 | PANW |
Palo Alto Networks Inc
|
3,846 | $1,311,562 | |
| 5 | CRWV |
CoreWeave, Inc.
|
4,576 | $455,495 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
2,771 | $323,292 | |
| 7 | FTNT |
Fortinet, Inc.
|
1,860 | $285,733 | |
| 8 | SNPS |
Synopsys Inc
|
622 | $277,455 |
All Filings in BAND
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,842,852 | 29,113 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $518,793 | 29,113 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $449,780 | 29,112 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $485,297 | 29,112 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $462,880 | 29,112 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $381,367 | 29,112 | Shares | Sole | 2025-05-21 | |
| 2024-12-31 | $495,486 | 29,112 | Shares | Sole | 2025-04-21 | |
| 2024-09-30 | $509,751 | 29,112 | Shares | Sole | 2025-01-08 | |
| 2024-06-30 | $491,410 | 29,112 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $531,585 | 29,112 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $425,273 | 29,390 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $331,225 | 29,390 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $402,055 | 29,390 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $446,728 | 29,390 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $674,500 | 29,390 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $349,741 | 29,390 | Shares | Sole | 2023-01-12 | |
| 2022-06-30 | $553,119 | 29,390 | Shares | Sole | 2023-01-12 | |
| 2022-03-31 | $951,942 | 29,390 | Shares | Sole | 2022-05-02 | |
| 2021-09-30 | $2,653,329 | 29,390 | Shares | Sole | 2021-10-25 | |
| 2021-03-31 | $3,724,888 | 29,390 | Shares | Sole | 2021-05-27 | |
| 2020-12-31 | $4,524,505 | 29,443 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||