MBM WEALTH CONSULTANTS, LLC: BRK-B position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MBM WEALTH CONSULTANTS, LLC on BRK-B, newest first. How the timeline and the estimate are built.
MBM WEALTH CONSULTANTS, LLC held 4,242 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-07-24.
the latest 13F is the newest step
- period ended2026-06-3013F 4,242 sharesChange vs previous 13F +657 shares
0.41% of the 13F portfolio, value $2,122,654.
13F-HR 0001762068-26-000005 filed by MBM WEALTH CONSULTANTS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 3,585 sharesChange vs previous 13F +224 shares
0.39% of the 13F portfolio, value $1,717,932.
13F-HR 0001762068-26-000004 filed by MBM WEALTH CONSULTANTS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 3,361 sharesChange vs previous 13F +133 shares
0.4% of the 13F portfolio, value $1,689,407.
13F-HR 0001762068-26-000003 filed by MBM WEALTH CONSULTANTS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 3,228 sharesChange vs previous 13F +432 shares
0.4% of the 13F portfolio, value $1,622,845.
13F-HR 0001762068-25-000006 filed by MBM WEALTH CONSULTANTS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 2,796 sharesChange vs previous 13F -380 shares
0.36% of the 13F portfolio, value $1,358,213.
13F-HR 0001762068-25-000005 filed by MBM WEALTH CONSULTANTS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 3,176 sharesChange vs previous 13F -1 shares
0.5% of the 13F portfolio, value $1,691,439.
13F-HR 0001762068-25-000004 filed by MBM WEALTH CONSULTANTS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 3,177 sharesChange vs previous 13F +121 shares
0.43% of the 13F portfolio, value $1,433,055.
13F-HR 0001762068-25-000001 filed by MBM WEALTH CONSULTANTS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 3,056 sharesChange vs previous 13F not available
0.44% of the 13F portfolio, value $1,406,555.
13F-HR 0001762068-24-000007 filed by MBM WEALTH CONSULTANTS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).