MBM WEALTH CONSULTANTS, LLC: P position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MBM WEALTH CONSULTANTS, LLC on P, newest first. How the timeline and the estimate are built.
MBM WEALTH CONSULTANTS, LLC held 13,861 P shares at 2026-06-30 per its 13F-HR filed 2026-07-24.
the latest 13F is the newest step
- period ended2026-06-3013F 13,861 sharesChange vs previous 13F +1,715 shares
0.21% of the 13F portfolio, value $1,092,108.
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 12,146 sharesChange vs previous 13F +776 shares
0.16% of the 13F portfolio, value $717,100.
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 11,370 sharesChange vs previous 13F +76 shares
0.18% of the 13F portfolio, value $761,904.
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 11,294 sharesChange vs previous 13F -4,684 shares
0.24% of the 13F portfolio, value $946,550.
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 15,978 sharesChange vs previous 13F +4,606 shares
0.25% of the 13F portfolio, value $920,013.
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 11,372 sharesChange vs previous 13F +252 shares
0.15% of the 13F portfolio, value $503,418.
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 11,120 sharesChange vs previous 13F +425 shares
0.21% of the 13F portfolio, value $694,864.
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 10,695 sharesChange vs previous 13F not available
0.17% of the 13F portfolio, value $537,317.
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).