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MBE Wealth Management, LLC: FVD position timeline

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

MBE Wealth Management, LLC held 30,041 FVD 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 30,041 shares
    Change vs previous 13F -131 shares

    0.51% of the 13F portfolio, value $1,447,355.

    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 30,172 shares
    Change vs previous 13F +125 shares

    0.59% of the 13F portfolio, value $1,418,971.

    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 30,047 shares
    Change vs previous 13F -223 shares

    0.58% of the 13F portfolio, value $1,384,548.

    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 30,270 shares
    Change vs previous 13F -1,668 shares

    0.61% of the 13F portfolio, value $1,399,704.

    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 31,938 shares
    Change vs previous 13F -201 shares

    0.62% of the 13F portfolio, value $1,427,638.

    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 32,139 shares
    Change vs previous 13F +1,406 shares

    0.69% of the 13F portfolio, value $1,433,092.

    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 30,733 shares
    Change vs previous 13F +95 shares

    0.76% of the 13F portfolio, value $1,341,171.

    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 30,638 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $1,393,743.

    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).