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Disclosery

MEMBERS WEALTH LLC: IBDS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MEMBERS WEALTH LLC on IBDS, newest first. How the timeline and the estimate are built.

MEMBERS WEALTH LLC held 152,799 IBDS shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 152,799 shares
    Change vs previous 13F +14,814 shares

    2.03% of the 13F portfolio, value $3,700,802.

    13F-HR 0001951757-26-000963 filed by MEMBERS WEALTH 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 137,985 shares
    Change vs previous 13F -7,880 shares

    2% of the 13F portfolio, value $3,343,381.

    13F-HR 0001951757-26-000720 filed by MEMBERS WEALTH 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 145,865 shares
    Change vs previous 13F +12,807 shares

    2.22% of the 13F portfolio, value $3,547,447.

    13F-HR 0001951757-26-000321 filed by MEMBERS WEALTH 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 133,058 shares
    Change vs previous 13F +102,112 shares

    2.05% of the 13F portfolio, value $3,231,988.

    13F-HR 0001951757-25-001419 filed by MEMBERS WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-03-31
    13F 30,946 shares
    Change vs previous 13F +139 shares

    0.56% of the 13F portfolio, value $748,271.

    13F-HR 0001951757-25-000371 filed by MEMBERS WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-12-31
    13F 30,807 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $738,142.

    13F-HR 0001951757-25-000280 filed by MEMBERS WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).