MBE Wealth Management, LLC: DSI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MBE Wealth Management, LLC on DSI, newest first. How the timeline and the estimate are built.
MBE Wealth Management, LLC held 3,135 DSI shares at 2026-06-30 per its 13F-HR filed 2026-07-24.
the latest 13F is the newest step
- period ended2026-06-3013F 3,135 sharesChange vs previous 13F -457 shares
0.16% of the 13F portfolio, value $446,393.
13F-HR 0001951757-26-001046 filed by MBE Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 3,592 sharesChange vs previous 13F -32 shares
0.18% of the 13F portfolio, value $435,314.
13F-HR 0001951757-26-000681 filed by MBE Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 3,624 sharesChange vs previous 13F -18 shares
0.2% of the 13F portfolio, value $466,880.
13F-HR 0001951757-26-000241 filed by MBE Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 3,642 sharesChange vs previous 13F -555 shares
0.2% of the 13F portfolio, value $458,710.
13F-HR 0001951757-25-001220 filed by MBE Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 4,197 sharesChange vs previous 13F +16 shares
0.21% of the 13F portfolio, value $487,524.
13F-HR 0001951757-25-000876 filed by MBE Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 4,181 sharesChange vs previous 13F not available
0.2% of the 13F portfolio, value $428,176.
13F-HR 0001951757-25-000408 filed by MBE Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).