Skip to content
Disclosery

MBE Wealth Management, LLC: DFUS position timeline

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

MBE Wealth Management, LLC held 6,558 DFUS 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 6,558 shares
    Change vs previous 13F +1,783 shares

    0.19% of the 13F portfolio, value $537,341.

    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 4,775 shares
    Change vs previous 13F +2 shares

    0.14% of the 13F portfolio, value $338,573.

    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 4,773 shares
    Change vs previous 13F +1 shares

    0.15% of the 13F portfolio, value $354,031.

    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 4,772 shares
    Change vs previous 13F +1 shares

    0.15% of the 13F portfolio, value $345,679.

    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 4,771 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $319,760.

    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 4,771 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $288,547.

    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).