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MBE Wealth Management, LLC: USXF position timeline

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

MBE Wealth Management, LLC held 6,339 USXF 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 6,339 shares
    Change vs previous 13F -679 shares

    0.15% of the 13F portfolio, value $440,244.

    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 7,018 shares
    Change vs previous 13F -1,541 shares

    0.16% of the 13F portfolio, value $387,394.

    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 8,559 shares
    Change vs previous 13F -1,177 shares

    0.21% of the 13F portfolio, value $492,827.

    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 9,736 shares
    Change vs previous 13F -2,111 shares

    0.24% of the 13F portfolio, value $557,970.

    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 11,847 shares
    Change vs previous 13F -43 shares

    0.28% of the 13F portfolio, value $638,909.

    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 11,890 shares
    Change vs previous 13F +7,058 shares

    0.27% of the 13F portfolio, value $554,906.

    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 4,832 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $240,247.

    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).