Skip to content
Disclosery

MBE Wealth Management, LLC: SCHA position timeline

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

MBE Wealth Management, LLC held 9,848 SCHA 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 9,848 shares
    Change vs previous 13F +690 shares

    0.13% of the 13F portfolio, value $355,818.

    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 9,158 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $266,322.

    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 9,158 shares
    Change vs previous 13F -16 shares

    0.11% of the 13F portfolio, value $260,828.

    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 9,174 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $255,962.

    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 9,174 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $232,109.

    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 9,174 shares
    Change vs previous 13F +124 shares

    0.1% of the 13F portfolio, value $214,953.

    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 9,050 shares
    Change vs previous 13F +4,526 shares

    0.13% of the 13F portfolio, value $234,040.

    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 4,524 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $232,967.

    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).