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MBL Wealth, LLCETFConcentrated long-term

CIK: 0001845785 | CHARLOTTE, NC

Q2 2026 vs Q3 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q3 2026
13F-HR687$1.7B2026-10-22SEC ↗
Q2 2026
13F-HR434$1.5B2026-07-15SEC ↗
Q1 2026
13F-HR376$1.3B2026-04-28SEC ↗
Q4 2025
13F-HR332$1.2B2026-01-21SEC ↗
Q3 2025
13F-HR285$1.1B2025-10-16SEC ↗
Q2 2025
13F-HR274$1.0B2025-07-22SEC ↗
Q1 2025
13F-HR258$989.6M2025-05-21SEC ↗
Q4 2024
13F-HR255$996.5M2025-04-21SEC ↗
Q3 2024
13F-HR241$930.0M2025-01-08SEC ↗
Q2 2024
13F-HR236$895.9M2024-07-19SEC ↗
Q1 2024
13F-HR234$881.5M2024-04-22SEC ↗
Q4 2023
13F-HR220$799.4M2024-01-18SEC ↗
Q3 2023
13F-HR208$710.4M2023-10-11SEC ↗
Q2 2023
13F-HR209$708.7M2023-07-17SEC ↗
Q1 2023
13F-HR192$639.6M2023-04-12SEC ↗
Q4 2022
13F-HR191$8.3M2023-01-12SEC ↗
Q3 2022
13F-HR180$9.3M2023-01-12SEC ↗
Q2 2022
13F-HR172$6.9M2023-01-12SEC ↗
Q1 2022
13F-HR181$6.8M2022-05-02SEC ↗
Q3 2021
13F-HR74$3.5M2021-10-25SEC ↗
Q1 2021
13F-HR156$6.4M2021-05-27SEC ↗
Q4 2020
13F-HR124$6.3M2021-02-16SEC ↗