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Livermore
Livermore
ZHEN

MBL Wealth, LLC

SEC CIK
0001845785
Latest filing
Jul 15, 2026

MLPB holding history

UBS AG in every 13F filed by MBL Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MLPB overviewAll 13F holders of MLPBFull Q2 2026 holdings

Shares (Q2 2026)
59,955
Value
$1.73M
% of portfolio
0.1%
Quarters held
20
Since Q1 2021
Holdings of MLPB by MBL Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202659,955$1.73M0.1%−78−0.1%ReducedHolders
Q1 202660,033$1.74M0.1%+1,205+2.0%AddedHolders
Q4 202558,828$1.49M0.1%+200+0.3%AddedHolders
Q3 202558,628$1.47M0.1%+1,373+2.4%AddedHolders
Q2 202557,255$1.49M0.1%+1,728+3.1%AddedHolders
Q1 202555,527$1.54M0.2%−2,000−3.5%ReducedHolders
Q4 202457,527$1.45M0.1%−330−0.6%ReducedHolders
Q3 202457,857$1.41M0.2%+667+1.2%AddedHolders
Q2 202457,190$1.41M0.2%+2,325+4.2%AddedHolders
Q1 202454,865$1.32M0.2%−1,515−2.7%ReducedHolders
Q4 202356,380$1.21M0.2%−330−0.6%ReducedHolders
Q3 202356,710$1.20M0.2%+305+0.5%AddedHolders
Q2 202356,405$1.12M0.2%+1,270+2.3%AddedHolders
Q1 202355,135$1.05M0.2%−18,798−25.4%ReducedHolders
Q4 202273,933$1.39M0.3%−30,124−28.9%ReducedHolders
Q3 2022104,057$1.80M0.4%−10,739−9.4%ReducedHolders
Q2 2022114,796$1.87M0.5%+16,929+17.3%AddedHolders
Q1 202297,867$1.76M0.4%–No prior filingHolders
Q4 2021––––Not filedHolders
Q3 202196,745$1.50M0.5%–No prior filingHolders
Q2 2021––––Not filedHolders
Q1 202116,125$228.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.