MBM WEALTH CONSULTANTS, LLC: DFAT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MBM WEALTH CONSULTANTS, LLC on DFAT, newest first. How the timeline and the estimate are built.
MBM WEALTH CONSULTANTS, LLC held 6,189 DFAT shares at 2026-06-30 per its 13F-HR filed 2026-07-24.
the latest 13F is the newest step
- period ended2026-06-3013F 6,189 sharesChange vs previous 13F -362 shares
0.08% of the 13F portfolio, value $432,611.
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 6,551 sharesChange vs previous 13F -522 shares
0.09% of the 13F portfolio, value $409,110.
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 7,073 sharesChange vs previous 13F -388 shares
0.1% of the 13F portfolio, value $421,126.
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 7,461 sharesChange vs previous 13F -130 shares
0.11% of the 13F portfolio, value $434,305.
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 7,591 sharesChange vs previous 13F 0 shares
0.11% of the 13F portfolio, value $409,610.
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 7,591 sharesChange vs previous 13F 0 shares
0.12% of the 13F portfolio, value $390,861.
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 7,591 sharesChange vs previous 13F 0 shares
0.13% of the 13F portfolio, value $421,681.
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 7,591 sharesChange vs previous 13F not available
0.13% of the 13F portfolio, value $422,288.
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).