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MBL Wealth, LLC: IEFA position timeline

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

MBL Wealth, LLC held 316,152 IEFA 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 316,152 shares
    Change vs previous 13F +3,293 shares

    2.09% of the 13F portfolio, value $30,534,008.

    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 312,859 shares
    Change vs previous 13F +5,385 shares

    2.15% of the 13F portfolio, value $28,323,170.

    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 307,474 shares
    Change vs previous 13F +3,788 shares

    2.21% of the 13F portfolio, value $27,506,668.

    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 303,686 shares
    Change vs previous 13F +2,931 shares

    2.32% of the 13F portfolio, value $26,514,868.

    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 300,755 shares
    Change vs previous 13F +6,037 shares

    2.4% of the 13F portfolio, value $25,107,069.

    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 294,718 shares
    Change vs previous 13F +1,414 shares

    2.26% of the 13F portfolio, value $22,295,454.

    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 293,304 shares
    Change vs previous 13F +7,451 shares

    2.07% of the 13F portfolio, value $20,613,440.

    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 285,853 shares
    Change vs previous 13F not available

    2.4% of the 13F portfolio, value $22,310,865.

    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).