Skip to content
Disclosery

MBL Wealth, LLC: VOO position timeline

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

MBL Wealth, LLC held 8,510 VOO 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 8,510 shares
    Change vs previous 13F +20 shares

    0.4% of the 13F portfolio, value $5,845,058.

    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 8,490 shares
    Change vs previous 13F +141 shares

    0.38% of the 13F portfolio, value $5,073,378.

    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 8,349 shares
    Change vs previous 13F +2,035 shares

    0.42% of the 13F portfolio, value $5,235,996.

    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 6,314 shares
    Change vs previous 13F +723 shares

    0.34% of the 13F portfolio, value $3,866,568.

    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 5,591 shares
    Change vs previous 13F +195 shares

    0.3% of the 13F portfolio, value $3,175,856.

    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 5,396 shares
    Change vs previous 13F +160 shares

    0.28% of the 13F portfolio, value $2,773,059.

    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 5,236 shares
    Change vs previous 13F +2,694 shares

    0.28% of the 13F portfolio, value $2,821,210.

    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 2,542 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,341,338.

    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).