MBE Wealth Management, LLC historic quarter change: Foreign Preferred Shares, Sold out
In preferred shares (depositary receipts and foreign shares traded over the counter), over 10 quarters from 2023-12-31 to 2026-06-30, MBE Wealth Management, LLC opened 0 positions, added to 0, reduced 0 and sold out of 1.
- Q1 2024: Stock GOL LINHAS AEREAS INTELIGENT; Country of operation —; Class SPON ADR PFD NEW; Shares before 17,182.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1775850), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-24); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-21); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-21); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-28); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-16); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-22); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-22); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-21); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-22); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-22). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2019-12-31.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Rakuten Securities, Inc. | Japan | $0.241B | 879 |
| GHE, LLC | United States | $0.241B | 55 |
| DAILY JOURNAL CORP | United States | $0.241B | 4 |
| Onyx Financial Advisors, LLC | United States | $0.241B | 18 |
| Sherborne Investors Management LP | United States | $0.241B | 1 |
| FORONJY FINANCIAL LLC | United States | $0.241B | 97 |
| CONTINUUM WEALTH ADVISORS, LLC | United States | $0.241B | 70 |
| ADVISORTRUST PARTNERS, LLC | United States | $0.240B | 255 |
| PACES FERRY WEALTH ADVISORS, LLC | United States | $0.241B | 135 |
| Red Tortoise LLC | United States | $0.240B | 647 |