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MBL Wealth, LLC: IQLT position timeline

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

MBL Wealth, LLC held 18,281 IQLT 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 18,281 shares
    Change vs previous 13F -2,129 shares

    0.06% of the 13F portfolio, value $905,824.

    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 20,410 shares
    Change vs previous 13F +230 shares

    0.07% of the 13F portfolio, value $943,555.

    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 20,180 shares
    Change vs previous 13F -1,709 shares

    0.07% of the 13F portfolio, value $917,181.

    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 21,889 shares
    Change vs previous 13F -2,386 shares

    0.08% of the 13F portfolio, value $967,275.

    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 24,275 shares
    Change vs previous 13F -3,308 shares

    0.1% of the 13F portfolio, value $1,049,166.

    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 27,583 shares
    Change vs previous 13F +1,098 shares

    0.11% of the 13F portfolio, value $1,094,770.

    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 26,485 shares
    Change vs previous 13F -1,407 shares

    0.1% of the 13F portfolio, value $983,124.

    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 27,892 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,157,249.

    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).