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Disclosery

M Wealth Management, LLC: MMSD position timeline

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

M Wealth Management, LLC held 48,503 MMSD shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 48,503 shares
    Change vs previous 13F +7,653 shares

    0.96% of the 13F portfolio, value $1,228,775.

    13F-HR 0001172661-26-002811 filed by M 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 40,850 shares
    Change vs previous 13F -3,250 shares

    0.87% of the 13F portfolio, value $1,031,835.

    13F-HR 0001172661-26-002210 filed by M 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 44,100 shares
    Change vs previous 13F +11,100 shares

    0.97% of the 13F portfolio, value $1,119,258.

    13F-HR 0001172661-26-000383 filed by M 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 33,000 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $841,995.

    13F-HR 0001172661-25-004346 filed by M Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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