Skip to content
Disclosery

MBL Wealth, LLC: SPY position timeline

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

MBL Wealth, LLC held 216,949 SPY 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 216,949 shares
    Change vs previous 13F -860 shares

    11.07% of the 13F portfolio, value $162,010,699.

    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 217,809 shares
    Change vs previous 13F +4,148 shares

    10.73% of the 13F portfolio, value $141,650,126.

    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 213,661 shares
    Change vs previous 13F +1,449 shares

    11.69% of the 13F portfolio, value $145,699,880.

    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 212,212 shares
    Change vs previous 13F -719 shares

    12.36% of the 13F portfolio, value $141,371,505.

    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 212,931 shares
    Change vs previous 13F +9,812 shares

    12.59% of the 13F portfolio, value $131,559,478.

    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 203,119 shares
    Change vs previous 13F -3,877 shares

    11.51% of the 13F portfolio, value $113,622,692.

    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 206,996 shares
    Change vs previous 13F +3,580 shares

    12.17% of the 13F portfolio, value $121,316,011.

    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 203,416 shares
    Change vs previous 13F not available

    12.58% of the 13F portfolio, value $116,712,109.

    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).