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MBE Wealth Management, LLC: VB position timeline

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

MBE Wealth Management, LLC held 98,047 VB 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 98,047 shares
    Change vs previous 13F -1,119 shares

    10.45% of the 13F portfolio, value $29,719,960.

    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 99,166 shares
    Change vs previous 13F -1,786 shares

    10.79% of the 13F portfolio, value $25,973,592.

    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 100,952 shares
    Change vs previous 13F +1,825 shares

    10.9% of the 13F portfolio, value $26,040,546.

    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 99,127 shares
    Change vs previous 13F -1,604 shares

    10.9% of the 13F portfolio, value $25,205,919.

    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 100,731 shares
    Change vs previous 13F +4,389 shares

    10.38% of the 13F portfolio, value $23,871,317.

    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 96,342 shares
    Change vs previous 13F -17,234 shares

    10.22% of the 13F portfolio, value $21,363,920.

    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 113,576 shares
    Change vs previous 13F -3,394 shares

    15.37% of the 13F portfolio, value $27,290,029.

    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 116,970 shares
    Change vs previous 13F not available

    15.31% of the 13F portfolio, value $27,746,491.

    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).