MBM WEALTH CONSULTANTS, LLC: CNC position timeline

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

MBM WEALTH CONSULTANTS, LLC held 3,715 CNC shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

period ended2026-06-30
13F 3,715 shares
Change vs previous 13F 0 shares
0.05% of the 13F portfolio, value $238,466.
13F-HR 0001762068-26-000005 filed by MBM WEALTH CONSULTANTS, LLC
Filed 2026-07-24 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 3,715 shares
Change vs previous 13F +3,715 shares
0.03% of the 13F portfolio, value $121,629.
13F-HR 0001762068-26-000004 filed by MBM WEALTH CONSULTANTS, LLC
Filed 2026-04-20 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 0 shares
Change vs previous 13F -18,650 shares
13F-HR 0001762068-25-000001 filed by MBM WEALTH CONSULTANTS, LLC
Filed 2025-01-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
period ended2024-09-30
13F 18,650 shares
Change vs previous 13F not available
0.44% of the 13F portfolio, value $1,403,972.
13F-HR 0001762068-24-000007 filed by MBM WEALTH CONSULTANTS, LLC
Filed 2024-10-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).