MBM WEALTH CONSULTANTS, LLC: VLO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MBM WEALTH CONSULTANTS, LLC on VLO, newest first. How the timeline and the estimate are built.
MBM WEALTH CONSULTANTS, LLC held 14,167 VLO shares at 2026-06-30 per its 13F-HR filed 2026-07-24.
the latest 13F is the newest step
- period ended2026-06-3013F 14,167 sharesChange vs previous 13F -484 shares
0.71% of the 13F portfolio, value $3,689,635.
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 14,651 sharesChange vs previous 13F +610 shares
0.83% of the 13F portfolio, value $3,619,952.
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 14,041 sharesChange vs previous 13F +193 shares
0.54% of the 13F portfolio, value $2,285,723.
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 13,848 sharesChange vs previous 13F -1,167 shares
0.59% of the 13F portfolio, value $2,357,749.
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 15,015 sharesChange vs previous 13F +2,771 shares
0.54% of the 13F portfolio, value $2,018,307.
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 12,244 sharesChange vs previous 13F +610 shares
0.48% of the 13F portfolio, value $1,617,021.
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 11,634 sharesChange vs previous 13F +761 shares
0.43% of the 13F portfolio, value $1,432,620.
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 10,873 sharesChange vs previous 13F not available
0.46% of the 13F portfolio, value $1,468,172.
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).