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MBE Wealth Management, LLC: XLE position timeline

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

MBE Wealth Management, LLC held 9,370 XLE 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 9,370 shares
    Change vs previous 13F -907 shares

    0.17% of the 13F portfolio, value $497,637.

    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 10,277 shares
    Change vs previous 13F +4,718 shares

    0.26% of the 13F portfolio, value $629,545.

    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 5,559 shares
    Change vs previous 13F +2,988 shares

    0.1% of the 13F portfolio, value $248,528.

    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 2,571 shares
    Change vs previous 13F -158 shares

    0.1% of the 13F portfolio, value $229,734.

    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 2,729 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $231,437.

    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).