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MBM WEALTH CONSULTANTS, LLC: CTRE position timeline

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

MBM WEALTH CONSULTANTS, LLC held 16,454 CTRE shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,454 shares
    Change vs previous 13F +406 shares

    0.13% of the 13F portfolio, value $663,909.

    13F-HR 0001762068-26-000005 filed by MBM WEALTH CONSULTANTS, 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 16,048 shares
    Change vs previous 13F +557 shares

    0.14% of the 13F portfolio, value $588,150.

    13F-HR 0001762068-26-000004 filed by MBM WEALTH CONSULTANTS, 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 15,491 shares
    Change vs previous 13F +615 shares

    0.13% of the 13F portfolio, value $560,146.

    13F-HR 0001762068-26-000003 filed by MBM WEALTH CONSULTANTS, 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 14,876 shares
    Change vs previous 13F +18 shares

    0.13% of the 13F portfolio, value $515,891.

    13F-HR 0001762068-25-000006 filed by MBM WEALTH CONSULTANTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 14,858 shares
    Change vs previous 13F +733 shares

    0.12% of the 13F portfolio, value $454,647.

    13F-HR 0001762068-25-000005 filed by MBM WEALTH CONSULTANTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 14,125 shares
    Change vs previous 13F +1,569 shares

    0.12% of the 13F portfolio, value $408,418.

    13F-HR 0001762068-25-000004 filed by MBM WEALTH CONSULTANTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 12,556 shares
    Change vs previous 13F +791 shares

    0.1% of the 13F portfolio, value $332,979.

    13F-HR 0001762068-25-000001 filed by MBM WEALTH CONSULTANTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 11,765 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $363,061.

    13F-HR 0001762068-24-000007 filed by MBM WEALTH CONSULTANTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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