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MBM WEALTH CONSULTANTS, LLC: SPYM position timeline

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

MBM WEALTH CONSULTANTS, LLC held 44,032 SPYM 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 44,032 shares
    Change vs previous 13F -2,876 shares

    0.75% of the 13F portfolio, value $3,869,517.

    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 46,908 shares
    Change vs previous 13F +931 shares

    0.82% of the 13F portfolio, value $3,590,325.

    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 45,977 shares
    Change vs previous 13F +1,601 shares

    0.88% of the 13F portfolio, value $3,688,291.

    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 44,376 shares
    Change vs previous 13F -912 shares

    0.86% of the 13F portfolio, value $3,476,431.

    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 45,288 shares
    Change vs previous 13F +540 shares

    0.88% of the 13F portfolio, value $3,291,999.

    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 44,748 shares
    Change vs previous 13F +1,079 shares

    0.87% of the 13F portfolio, value $2,942,576.

    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 43,669 shares
    Change vs previous 13F +1,453 shares

    0.89% of the 13F portfolio, value $3,003,062.

    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 42,216 shares
    Change vs previous 13F not available

    0.9% of the 13F portfolio, value $2,849,948.

    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).