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MBM WEALTH CONSULTANTS, LLC: NEAR position timeline

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

MBM WEALTH CONSULTANTS, LLC held 0 NEAR 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 0 shares
    Change vs previous 13F -337,510 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 337,510 shares
    Change vs previous 13F +43,353 shares

    3.94% of the 13F portfolio, value $17,157,318.

    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 294,157 shares
    Change vs previous 13F +13,985 shares

    3.57% of the 13F portfolio, value $15,031,420.

    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 280,172 shares
    Change vs previous 13F +40,665 shares

    3.57% of the 13F portfolio, value $14,367,218.

    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 239,507 shares
    Change vs previous 13F +8,025 shares

    3.28% of the 13F portfolio, value $12,238,805.

    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 231,482 shares
    Change vs previous 13F +15,044 shares

    3.48% of the 13F portfolio, value $11,775,441.

    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 216,438 shares
    Change vs previous 13F +40,963 shares

    3.25% of the 13F portfolio, value $10,923,626.

    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 175,475 shares
    Change vs previous 13F not available

    2.84% of the 13F portfolio, value $8,991,339.

    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).