MBL Wealth, LLC has recently submitted its quarterly report, detailing its investment holdings as of September 30, 2026. This filing is crucial as it provides insights into the company's investment strategies and positions in the market.
MBL Wealth, LLC, based in Charlotte, North Carolina, operates under the Central Index Key (CIK) 0001845785. The firm specializes in wealth management and investment advisory services. The recent filing is part of a series of 13F-HR reports, with the latest being submitted on October 22, 2026. This report is significant for the firm as it reflects its current investment landscape.
The filing states, "Filing Date: 2026-10-22" and "Period of Report: 2026-09-30," indicating that the information is up-to-date and relevant for stakeholders. However, specific details regarding the holdings were not disclosed in the filing.
This report may affect various stakeholders, including clients, investors, and competitors within the wealth management industry. Understanding MBL Wealth's investment choices can provide valuable insights into market trends and client preferences, which are critical for other firms in the sector.
The filing does not specify what actions will follow this report, leaving stakeholders to await further updates from the company.
In the filing, MBL Wealth, LLC's business address is provided as 301 S. McDowell Street, Suite 1100, Charlotte, NC 28204, along with a contact number of 704-333-8461. This information is essential for stakeholders who may wish to reach out for inquiries or further discussions regarding the firm's investment strategies.
The filing also includes the firm's Central Index Key (CIK) number, which is 0001845785, and its Employer Identification Number (EIN) is 843308036. These identifiers are important for regulatory purposes and for investors seeking to track the firm's filings with the SEC.
Additionally, MBL Wealth, LLC is incorporated in North Carolina, and its fiscal year ends on December 31. This information can provide context regarding the firm's operational timeline and reporting schedule, which may influence investor expectations and financial planning.
While the filing indicates that there are two documents submitted, it does not provide specific details about the contents of the holdings or the investment strategies employed by MBL Wealth, LLC. Stakeholders may need to review the linked documents for a comprehensive understanding of the firm's current investment positions.