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MBM WEALTH CONSULTANTS, LLC: SMMU position timeline

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

MBM WEALTH CONSULTANTS, LLC held 92,079 SMMU 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 92,079 shares
    Change vs previous 13F +12,444 shares

    0.9% of the 13F portfolio, value $4,649,990.

    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 79,635 shares
    Change vs previous 13F +8,176 shares

    0.92% of the 13F portfolio, value $4,017,586.

    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 71,459 shares
    Change vs previous 13F +7,382 shares

    0.86% of the 13F portfolio, value $3,603,677.

    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 64,077 shares
    Change vs previous 13F +3,595 shares

    0.8% of the 13F portfolio, value $3,240,374.

    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 60,482 shares
    Change vs previous 13F +4,469 shares

    0.81% of the 13F portfolio, value $3,034,382.

    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 56,013 shares
    Change vs previous 13F +5,704 shares

    0.83% of the 13F portfolio, value $2,801,771.

    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 50,309 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $2,507,401.

    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).