MBL Wealth’s Standard Lithium SLI Stock Holding History

MBL Wealth’s Portfolio SLI Stock Details SLI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$606K	Hold	331,000	–	–	0.04%	257
2026 Q2	$910K	Buy	331,000 +75,000	+29%	+$273K	0.06%	147
2026 Q1	$873K	Sell	256,000 -50,000	-16%	-$224K	0.07%	134
2025 Q4	$1.37M	Hold	306,000	–	–	0.11%	101
2025 Q3	$1.03M	Hold	306,000	–	–	0.09%	110
2025 Q2	$600K	Hold	306,000	–	–	0.06%	130
2025 Q1	$389K	Hold	306,000	–	–	0.04%	156
2024 Q4	$447K	Hold	306,000	–	–	0.04%	145
2024 Q3	$493K	Hold	306,000	–	–	0.05%	137
2024 Q2	$382K	Hold	306,000	–	–	0.04%	144
2024 Q1	$361K	Hold	306,000	–	–	0.04%	143
2023 Q4	$618K	Buy	306,000 +60,000	+24%	+$150K	0.08%	105
2023 Q3	$696K	Hold	246,000	–	–	0.1%	96
2023 Q2	$1.11M	Hold	246,000	–	–	0.16%	67
2023 Q1	$935K	Hold	246,000	–	–	0.15%	69
2022 Q4	$726K	Hold	246,000	–	–	0.14%	78
2022 Q3	$1.06M	Hold	246,000	–	–	0.23%	64
2022 Q2	$1.04M	Buy	246,000 +76,000	+45%	+$450K	0.26%	61
2022 Q1	$1.5M	Buy	+170,000	New	+$1.15M	0.37%	50
2021 Q3	$407K	Buy	+50,000	New	+$330K	0.14%	66

Other funds holding SLI

Stanley-Laman Group Berwyn, Pennsylvania $915M AUM 50.26% 1-Year Est. Return

Millennium Capital Advisors Little Rock, Arkansas $190M AUM 26.52% 1-Year Est. Return

Retirement Investment Advisors Oklahoma City, Oklahoma $1.43B AUM 10.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

U.S. Global Investors (USGI) San Antonio, Texas $1B AUM 32.31% 1-Year Est. Return

Meriwether Wealth & Planning Minden, Louisiana $222M AUM 15.77% 1-Year Est. Return

Legacy Capital Wealth Partners Little Rock, Arkansas $481M AUM 19.97% 1-Year Est. Return

TMB Capital Partners Little Rock, Arkansas $329M AUM 11.94% 1-Year Est. Return

Integrated Advisors Network Dallas, Texas $2.19B AUM 21.82% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

MBL Wealth's SLI Position: Q3 2026 in Review

MBL Wealth held its Standard Lithium (SLI) position steady in Q3 2026 at 331,000 shares worth $606K. The position accounts for 0.04% of the portfolio, ranked #257.

MBL Wealth first reported a position in SLI in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.5M in Q1 2022. 24 funds tracked by Wall St. Rank hold SLI as of Q3 2026.

MBL Wealth held 331,000 shares of Standard Lithium worth $606K as of Q3 2026.
MBL Wealth left its Standard Lithium share count unchanged in Q3 2026.
Standard Lithium made up 0.04% of MBL Wealth's portfolio in Q3 2026, its #257 holding.
MBL Wealth first reported a position in Standard Lithium in Q3 2021 and has held it in 20 quarters since.
MBL Wealth's Standard Lithium position peaked at $1.5M in Q1 2022.
24 funds tracked by Wall St. Rank held Standard Lithium as of Q3 2026.

Based on MBL Wealth's 13F filing for Q3 2026, filed 22 Oct 2026.