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Disclosery

MBL Wealth, LLC: JEPQ position timeline

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

MBL Wealth, LLC held 100,903 JEPQ 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 100,903 shares
    Change vs previous 13F -6,985 shares

    0.42% of the 13F portfolio, value $6,201,515.

    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 107,888 shares
    Change vs previous 13F -8,152 shares

    0.45% of the 13F portfolio, value $5,989,956.

    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 116,040 shares
    Change vs previous 13F -13,278 shares

    0.54% of the 13F portfolio, value $6,744,245.

    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 129,318 shares
    Change vs previous 13F -25,531 shares

    0.65% of the 13F portfolio, value $7,438,372.

    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 154,849 shares
    Change vs previous 13F -70,240 shares

    0.81% of the 13F portfolio, value $8,423,786.

    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 225,089 shares
    Change vs previous 13F +4,245 shares

    1.18% of the 13F portfolio, value $11,655,109.

    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 220,844 shares
    Change vs previous 13F +11,541 shares

    1.25% of the 13F portfolio, value $12,451,185.

    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 209,303 shares
    Change vs previous 13F not available

    1.24% of the 13F portfolio, value $11,497,014.

    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).