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Disclosery

MBE Wealth Management, LLC: IDUB position timeline

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

MBE Wealth Management, LLC held 322,545 IDUB 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 322,545 shares
    Change vs previous 13F +24 shares

    3.12% of the 13F portfolio, value $8,865,156.

    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 322,521 shares
    Change vs previous 13F -10,535 shares

    3.3% of the 13F portfolio, value $7,956,600.

    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 333,056 shares
    Change vs previous 13F +8,506 shares

    3.39% of the 13F portfolio, value $8,103,251.

    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 324,550 shares
    Change vs previous 13F -55,681 shares

    3.31% of the 13F portfolio, value $7,643,151.

    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 380,231 shares
    Change vs previous 13F -1,324 shares

    3.68% of the 13F portfolio, value $8,463,950.

    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 381,555 shares
    Change vs previous 13F +244,414 shares

    3.81% of the 13F portfolio, value $7,960,078.

    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 137,141 shares
    Change vs previous 13F +30,568 shares

    1.55% of the 13F portfolio, value $2,755,155.

    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 106,573 shares
    Change vs previous 13F not available

    1.28% of the 13F portfolio, value $2,322,224.

    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).