MBL Wealth, LLC

13F Filings History

Latest 13F report
Q2 2024 - Jul 19, 2024
Value $
$893M
Signature - Title
Steve Marciniak - Chief Compliance Officer
Location
Charlotte, NC
Summary
This page shows a list of all the recent 13F filings made by MBL Wealth, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. MBL Wealth, LLC reported 204 stock holdings with total value $893M as of Q2 2024. Top holdings included SPY, BIL, IJH, DFNM, and ISTB.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 204 $893M +$105M -$96M +$9.52M SPY, BIL, IJH, DFNM, ISTB 13F-HR 7/19/2024, 08:08 AM
Q1 2024 198 $879M +$100M -$20.9M +$79.1M SPY, BIL, IJH, DFNM, ISTB 13F-HR 4/22/2024, 11:47 AM
Q4 2023 187 $799M +$55.1M -$14.4M +$40.7M BIL, SPY, IJH, DFNM, DIVO 13F-HR 1/18/2024, 12:12 PM
Q3 2023 176 $710M +$46.6M -$22.3M +$24.3M BIL, SPY, IJH, DFNM, ISTB 13F-HR 10/11/2023, 01:42 PM
Q2 2023 176 $708M +$87.2M -$37M +$50.3M BIL, SPY, IJH, ISTB, DFNM 13F-HR 7/17/2023, 01:58 PM
Q1 2023 162 $639M +$147M -$48.1M +$99.2M BIL, SPY, IJH, ISTB, DIVO 13F-HR 4/11/2023, 07:19 PM
Q4 2022 165 $523M +$62.4M -$27.9M +$34.5M SPY, BIL, IJH, ISTB, DIVO 13F-HR 1/12/2023, 03:06 PM
Q3 2022 157 $464M +$139M -$53.2M +$85.6M SPY, BIL, IJH, SUB, IJR 13F-HR 1/12/2023, 03:04 PM
Q2 2022 148 $401M +$74.8M -$34.9M +$39.9M SPY, IJH, IEMG, IJR, DIVO 13F-HR 1/12/2023, 03:02 PM
Q1 2022 170 $409M +$170M -$46.7M +$123M SPY, IJH, IEMG, IJR, IEFA 13F-HR 5/2/2022, 09:05 AM
Q3 2021 73 $289M +$65.3M -$68.5M -$3.25M SPY, IJH, IEMG, IEFA, SMMU 13F-HR 10/25/2021, 02:17 PM
Q1 2021 153 $286M +$42.1M -$17.2M +$24.8M SPY, IEMG, IJH, IEFA, ISTB 13F-HR 5/27/2021, 09:17 AM
Q4 2020 124 $253M $0 $0 SPY, IEMG, EFA, ISTB, IEFA 13F-HR 2/16/2021, 10:53 AM