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MBM WEALTH CONSULTANTS, LLC: PULS position timeline

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

MBM WEALTH CONSULTANTS, LLC held 570,844 PULS 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 570,844 shares
    Change vs previous 13F +66,907 shares

    5.45% of the 13F portfolio, value $28,285,301.

    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 503,937 shares
    Change vs previous 13F +25,624 shares

    5.73% of the 13F portfolio, value $24,944,862.

    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 478,313 shares
    Change vs previous 13F +61,979 shares

    5.64% of the 13F portfolio, value $23,719,522.

    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 416,334 shares
    Change vs previous 13F +66,196 shares

    5.15% of the 13F portfolio, value $20,745,904.

    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 350,138 shares
    Change vs previous 13F +18,948 shares

    4.66% of the 13F portfolio, value $17,422,848.

    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 331,190 shares
    Change vs previous 13F +20,211 shares

    4.87% of the 13F portfolio, value $16,470,050.

    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 310,979 shares
    Change vs previous 13F +56,914 shares

    4.59% of the 13F portfolio, value $15,412,095.

    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 254,065 shares
    Change vs previous 13F not available

    3.99% of the 13F portfolio, value $12,647,332.

    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).