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MBE Wealth Management, LLC: ADME position timeline

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

MBE Wealth Management, LLC held 90,335 ADME shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 90,335 shares
    Change vs previous 13F -684 shares

    1.77% of the 13F portfolio, value $5,026,771.

    13F-HR 0001951757-26-001046 filed by MBE Wealth Management, 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 91,019 shares
    Change vs previous 13F -531 shares

    1.87% of the 13F portfolio, value $4,499,064.

    13F-HR 0001951757-26-000681 filed by MBE Wealth Management, 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 91,550 shares
    Change vs previous 13F +2,995 shares

    1.97% of the 13F portfolio, value $4,697,418.

    13F-HR 0001951757-26-000241 filed by MBE Wealth Management, 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 88,555 shares
    Change vs previous 13F -16,400 shares

    1.96% of the 13F portfolio, value $4,521,957.

    13F-HR 0001951757-25-001220 filed by MBE Wealth Management, 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 104,955 shares
    Change vs previous 13F +775 shares

    2.2% of the 13F portfolio, value $5,058,816.

    13F-HR 0001951757-25-000876 filed by MBE Wealth Management, 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 104,180 shares
    Change vs previous 13F +63,755 shares

    2.21% of the 13F portfolio, value $4,626,116.

    13F-HR 0001951757-25-000408 filed by MBE Wealth Management, 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 40,425 shares
    Change vs previous 13F +7,258 shares

    1.06% of the 13F portfolio, value $1,888,435.

    13F-HR 0001951757-25-000103 filed by MBE Wealth Management, 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 33,167 shares
    Change vs previous 13F not available

    0.85% of the 13F portfolio, value $1,532,292.

    13F-HR 0001951757-24-001090 filed by MBE Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).