MBM WEALTH CONSULTANTS, LLC: IEI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MBM WEALTH CONSULTANTS, LLC on IEI, newest first. How the timeline and the estimate are built.
MBM WEALTH CONSULTANTS, LLC held 111,055 IEI shares at 2026-06-30 per its 13F-HR filed 2026-07-24.
the latest 13F is the newest step
- period ended2026-06-3013F 111,055 sharesChange vs previous 13F +17,854 shares
2.52% of the 13F portfolio, value $13,043,463.
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 93,201 sharesChange vs previous 13F +9,502 shares
2.54% of the 13F portfolio, value $11,053,692.
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 83,699 sharesChange vs previous 13F +3,103 shares
2.38% of the 13F portfolio, value $9,989,529.
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 80,596 sharesChange vs previous 13F +7,691 shares
2.39% of the 13F portfolio, value $9,632,082.
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 72,905 sharesChange vs previous 13F +3,947 shares
2.32% of the 13F portfolio, value $8,682,310.
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 68,958 sharesChange vs previous 13F +4,319 shares
2.41% of the 13F portfolio, value $8,146,299.
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 64,639 sharesChange vs previous 13F +13,222 shares
2.22% of the 13F portfolio, value $7,468,391.
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 51,417 sharesChange vs previous 13F not available
1.94% of the 13F portfolio, value $6,149,729.
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).