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MBE Wealth Management, LLC: QUAL position timeline

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

MBE Wealth Management, LLC held 7,222 QUAL 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 7,222 shares
    Change vs previous 13F +77 shares

    0.56% of the 13F portfolio, value $1,584,812.

    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 7,145 shares
    Change vs previous 13F -36 shares

    0.57% of the 13F portfolio, value $1,370,408.

    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 7,181 shares
    Change vs previous 13F -197 shares

    0.6% of the 13F portfolio, value $1,426,230.

    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 7,378 shares
    Change vs previous 13F -128 shares

    0.62% of the 13F portfolio, value $1,435,101.

    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 7,506 shares
    Change vs previous 13F -20 shares

    0.6% of the 13F portfolio, value $1,372,242.

    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 7,526 shares
    Change vs previous 13F -4 shares

    0.62% of the 13F portfolio, value $1,286,041.

    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 7,530 shares
    Change vs previous 13F +2 shares

    0.76% of the 13F portfolio, value $1,340,957.

    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 7,528 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $1,349,847.

    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).