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MBE Wealth Management, LLC: UPSD position timeline

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

MBE Wealth Management, LLC held 94,631 UPSD 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 94,631 shares
    Change vs previous 13F +2,967 shares

    0.94% of the 13F portfolio, value $2,668,586.

    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 91,664 shares
    Change vs previous 13F +8,449 shares

    0.97% of the 13F portfolio, value $2,337,432.

    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 83,215 shares
    Change vs previous 13F +6,249 shares

    0.93% of the 13F portfolio, value $2,228,493.

    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 76,966 shares
    Change vs previous 13F -763 shares

    0.89% of the 13F portfolio, value $2,052,306.

    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 77,729 shares
    Change vs previous 13F +3,036 shares

    0.84% of the 13F portfolio, value $1,921,660.

    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 74,693 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $1,729,975.

    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).