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MBE Wealth Management, LLC: VGSH position timeline

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

MBE Wealth Management, LLC held 18,128 VGSH 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 18,128 shares
    Change vs previous 13F -527 shares

    0.37% of the 13F portfolio, value $1,055,072.

    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 18,655 shares
    Change vs previous 13F -3,711 shares

    0.45% of the 13F portfolio, value $1,092,057.

    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 22,366 shares
    Change vs previous 13F +686 shares

    0.55% of the 13F portfolio, value $1,313,556.

    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 21,680 shares
    Change vs previous 13F -1,821 shares

    0.55% of the 13F portfolio, value $1,275,886.

    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 23,501 shares
    Change vs previous 13F -418 shares

    0.6% of the 13F portfolio, value $1,381,382.

    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 23,919 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $1,403,798.

    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).