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MBE Wealth Management, LLC: SPYV position timeline

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

MBE Wealth Management, LLC held 459,724 SPYV 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 459,724 shares
    Change vs previous 13F +9,387 shares

    9.82% of the 13F portfolio, value $27,946,614.

    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 450,337 shares
    Change vs previous 13F +6,485 shares

    10.58% of the 13F portfolio, value $25,480,081.

    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 443,852 shares
    Change vs previous 13F +17,195 shares

    10.56% of the 13F portfolio, value $25,215,221.

    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 426,657 shares
    Change vs previous 13F +2,914 shares

    10.21% of the 13F portfolio, value $23,606,918.

    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 423,743 shares
    Change vs previous 13F +12,409 shares

    9.64% of the 13F portfolio, value $22,178,687.

    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 411,334 shares
    Change vs previous 13F -45,987 shares

    10.05% of the 13F portfolio, value $21,006,834.

    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 457,321 shares
    Change vs previous 13F +7,967 shares

    13.17% of the 13F portfolio, value $23,387,380.

    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 449,354 shares
    Change vs previous 13F not available

    13.1% of the 13F portfolio, value $23,752,866.

    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).