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Disclosery

MBE Wealth Management, LLC: UCON position timeline

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

MBE Wealth Management, LLC held 25,616 UCON 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 25,616 shares
    Change vs previous 13F -68 shares

    0.22% of the 13F portfolio, value $637,320.

    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 25,684 shares
    Change vs previous 13F -15,772 shares

    0.26% of the 13F portfolio, value $636,189.

    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 41,456 shares
    Change vs previous 13F -2,298 shares

    0.44% of the 13F portfolio, value $1,043,459.

    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 43,754 shares
    Change vs previous 13F -76 shares

    0.48% of the 13F portfolio, value $1,102,095.

    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 43,830 shares
    Change vs previous 13F -74,161 shares

    0.47% of the 13F portfolio, value $1,090,928.

    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 117,991 shares
    Change vs previous 13F +69,316 shares

    1.4% of the 13F portfolio, value $2,920,284.

    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 48,675 shares
    Change vs previous 13F +11,626 shares

    0.68% of the 13F portfolio, value $1,199,839.

    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 37,049 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $931,041.

    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).