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Disclosery

MBE Wealth Management, LLC: SCHE position timeline

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

MBE Wealth Management, LLC held 79,015 SCHE 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 79,015 shares
    Change vs previous 13F +999 shares

    1.01% of the 13F portfolio, value $2,865,084.

    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 78,016 shares
    Change vs previous 13F -1,334 shares

    1.07% of the 13F portfolio, value $2,570,627.

    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 79,350 shares
    Change vs previous 13F -305 shares

    1.09% of the 13F portfolio, value $2,598,713.

    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 79,655 shares
    Change vs previous 13F -16,815 shares

    1.15% of the 13F portfolio, value $2,658,088.

    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 96,470 shares
    Change vs previous 13F +2,485 shares

    1.26% of the 13F portfolio, value $2,907,606.

    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 93,985 shares
    Change vs previous 13F +84,413 shares

    1.24% of the 13F portfolio, value $2,591,166.

    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 9,572 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $254,902.

    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).