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MBE Wealth Management, LLC: MUNI position timeline

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

MBE Wealth Management, LLC held 37,355 MUNI 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 37,355 shares
    Change vs previous 13F +4,892 shares

    0.69% of the 13F portfolio, value $1,964,893.

    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 32,463 shares
    Change vs previous 13F +26,015 shares

    0.7% of the 13F portfolio, value $1,694,236.

    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 6,448 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $337,963.

    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).