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MBE Wealth Management, LLC: HTRB position timeline

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

MBE Wealth Management, LLC held 162,492 HTRB 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 162,492 shares
    Change vs previous 13F +70,612 shares

    1.93% of the 13F portfolio, value $5,481,667.

    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 91,880 shares
    Change vs previous 13F +7,270 shares

    1.29% of the 13F portfolio, value $3,100,027.

    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 84,610 shares
    Change vs previous 13F +3,739 shares

    1.21% of the 13F portfolio, value $2,889,431.

    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 80,871 shares
    Change vs previous 13F +2,015 shares

    1.2% of the 13F portfolio, value $2,773,067.

    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 78,856 shares
    Change vs previous 13F +2,797 shares

    1.16% of the 13F portfolio, value $2,670,853.

    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 76,059 shares
    Change vs previous 13F +34,273 shares

    1.23% of the 13F portfolio, value $2,575,358.

    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 41,786 shares
    Change vs previous 13F +7,922 shares

    0.78% of the 13F portfolio, value $1,392,727.

    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 33,864 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $1,183,885.

    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).