• 13F History

MBL Wealth, LLC

13F Filings History

Latest 13F report
Q4 2024 - Apr 21, 2025
Value $
$997M
Signature - Title
Steve Marciniak - Chief Compliance Officer
Location
Charlotte, NC
Summary
This page shows a list of all the recent 13F filings made by MBL Wealth, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. MBL Wealth, LLC reported 221 stock holdings with total value $997M as of Q4 2024. Top holdings included SPY, BIL, IJH, DIVO, and ISTB.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 221 $997M +$93.8M -$13.5M +$80.4M SPY, BIL, IJH, DIVO, ISTB 13F-HR 4/21/2025, 11:37 AM
Q3 2024 207 $928M +$41M -$46M -$4.94M SPY, BIL, IJH, DFNM, DIVO 13F-HR 1/8/2025, 10:29 AM
Q2 2024 204 $893M +$105M -$96M +$8.91M SPY, BIL, IJH, DFNM, ISTB 13F-HR 7/19/2024, 08:08 AM
Q1 2024 196 $870M +$96.4M -$20.8M +$75.6M SPY, BIL, IJH, DFNM, ISTB 13F-HR 4/22/2024, 11:47 AM
Q4 2023 187 $794M +$54.8M -$14.4M +$40.5M BIL, SPY, IJH, DFNM, DIVO 13F-HR 1/18/2024, 12:12 PM
Q3 2023 177 $710M +$46.8M -$16.1M +$30.7M BIL, SPY, IJH, DFNM, ISTB 13F-HR 10/11/2023, 01:42 PM
Q2 2023 177 $709M +$87.2M -$15.7M +$71.5M BIL, SPY, IJH, ISTB, DFNM 13F-HR 7/17/2023, 01:58 PM
Q1 2023 162 $639M +$147M -$14.8M +$133M BIL, SPY, IJH, ISTB, DIVO 13F-HR 4/11/2023, 07:19 PM
Q4 2022 166 $523M +$62.6M -$23.7M +$38.9M SPY, BIL, IJH, ISTB, DIVO 13F-HR 1/12/2023, 02:06 PM
Q3 2022 156 $457M +$138M -$29.9M +$108M SPY, BIL, IJH, SUB, IJR 13F-HR 1/12/2023, 02:04 PM
Q2 2022 147 $397M +$72.8M -$20.3M +$52.5M SPY, IJH, IEMG, IJR, DIVO 13F-HR 1/12/2023, 02:02 PM
Q1 2022 169 $407M +$169M -$22.7M +$146M SPY, IJH, IEMG, IJR, IEFA 13F-HR 5/2/2022, 09:05 AM
Q3 2021 73 $289M +$64M -$68.5M -$4.5M SPY, IJH, IEMG, IEFA, SMMU 13F-HR 10/25/2021, 02:17 PM
Q1 2021 153 $286M +$42.1M -$17.2M +$24.8M SPY, IEMG, IJH, IEFA, ISTB 13F-HR 5/27/2021, 09:17 AM
Q4 2020 124 $253M SPY, IEMG, EFA, ISTB, IEFA 13F-HR 2/16/2021, 09:53 AM