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Disclosery

MBL Wealth, LLC: QQQI position timeline

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

MBL Wealth, LLC held 292,422 QQQI 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 292,422 shares
    Change vs previous 13F +16,064 shares

    1.13% of the 13F portfolio, value $16,606,646.

    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 276,358 shares
    Change vs previous 13F +24,830 shares

    1.04% of the 13F portfolio, value $13,732,230.

    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 251,528 shares
    Change vs previous 13F +42,636 shares

    1.09% of the 13F portfolio, value $13,547,299.

    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 208,892 shares
    Change vs previous 13F +89,491 shares

    0.99% of the 13F portfolio, value $11,321,947.

    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 119,401 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $6,210,047.

    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).