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MBM WEALTH CONSULTANTS, LLC: VOO position timeline

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

MBM WEALTH CONSULTANTS, LLC held 73,189 VOO 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 73,189 shares
    Change vs previous 13F -668 shares

    9.69% of the 13F portfolio, value $50,266,868.

    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 73,857 shares
    Change vs previous 13F +1,266 shares

    10.13% of the 13F portfolio, value $44,133,191.

    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 72,591 shares
    Change vs previous 13F -485 shares

    10.82% of the 13F portfolio, value $45,523,931.

    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 73,076 shares
    Change vs previous 13F -3,544 shares

    11.11% of the 13F portfolio, value $44,750,220.

    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 76,620 shares
    Change vs previous 13F +1,348 shares

    11.65% of the 13F portfolio, value $43,522,402.

    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 75,272 shares
    Change vs previous 13F +669 shares

    11.43% of the 13F portfolio, value $38,682,957.

    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 74,603 shares
    Change vs previous 13F +448 shares

    11.94% of the 13F portfolio, value $40,095,726.

    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 74,155 shares
    Change vs previous 13F not available

    12.34% of the 13F portfolio, value $39,128,974.

    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).