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MBE Wealth Management, LLC: MGEE position timeline

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

MBE Wealth Management, LLC held 9,918 MGEE 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 9,918 shares
    Change vs previous 13F +13 shares

    0.28% of the 13F portfolio, value $808,750.

    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 9,905 shares
    Change vs previous 13F +14 shares

    0.32% of the 13F portfolio, value $765,532.

    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 9,891 shares
    Change vs previous 13F +13 shares

    0.32% of the 13F portfolio, value $775,630.

    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 9,878 shares
    Change vs previous 13F +1,404 shares

    0.36% of the 13F portfolio, value $831,505.

    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 8,474 shares
    Change vs previous 13F -106 shares

    0.33% of the 13F portfolio, value $749,481.

    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 8,580 shares
    Change vs previous 13F +290 shares

    0.38% of the 13F portfolio, value $797,629.

    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 8,290 shares
    Change vs previous 13F -586 shares

    0.44% of the 13F portfolio, value $778,954.

    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 8,876 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $811,748.

    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).