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MBE Wealth Management, LLC: DUBS position timeline

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

MBE Wealth Management, LLC held 142,922 DUBS 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 142,922 shares
    Change vs previous 13F +952 shares

    2.09% of the 13F portfolio, value $5,952,004.

    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 141,970 shares
    Change vs previous 13F +211 shares

    2.13% of the 13F portfolio, value $5,119,429.

    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 141,759 shares
    Change vs previous 13F -2,343 shares

    2.24% of the 13F portfolio, value $5,340,358.

    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 144,102 shares
    Change vs previous 13F -31,365 shares

    2.28% of the 13F portfolio, value $5,266,873.

    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 175,467 shares
    Change vs previous 13F -3,015 shares

    2.58% of the 13F portfolio, value $5,930,789.

    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 178,482 shares
    Change vs previous 13F +92,761 shares

    2.64% of the 13F portfolio, value $5,511,917.

    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 85,721 shares
    Change vs previous 13F +10,076 shares

    1.56% of the 13F portfolio, value $2,768,354.

    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 75,645 shares
    Change vs previous 13F not available

    1.32% of the 13F portfolio, value $2,396,353.

    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).