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Disclosery

MEMBERS WEALTH LLC: IBDW position timeline

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

MEMBERS WEALTH LLC held 150,935 IBDW 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 150,935 shares
    Change vs previous 13F +12,017 shares

    1.72% of the 13F portfolio, value $3,145,482.

    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 138,918 shares
    Change vs previous 13F +97,039 shares

    1.74% of the 13F portfolio, value $2,920,757.

    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 41,879 shares
    Change vs previous 13F +7,826 shares

    0.56% of the 13F portfolio, value $887,214.

    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 34,053 shares
    Change vs previous 13F +15,801 shares

    0.46% of the 13F portfolio, value $722,274.

    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 18,252 shares
    Change vs previous 13F 0 shares

    0.29% of the 13F portfolio, value $378,738.

    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 18,252 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $371,072.

    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).