Current Market Value 373,518,564
Current Holdings 107
Most Recent File Date 2025-08-13
Total Filings on Record 27
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by MBM Wealth Consultants, LLC . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-08-13 2025-06-30 13F-HR 107 373,519
2025-04-28 2025-03-31 13F-HR 105 338,440
2025-01-17 2024-12-31 13F-HR 104 335,907
2024-10-07 2024-09-30 13F-HR 106 317,038
2024-07-30 2024-06-30 13F-HR 104 293,076
2024-04-18 2024-03-31 13F-HR 105 284,321
2024-01-30 2023-12-31 13F-HR 106 267,739
2023-10-19 2023-09-30 13F-HR 106 230,015
2023-07-24 2023-06-30 13F-HR 103 233,560
2023-05-31 2023-03-31 13F-HR 288 245
2023-02-15 2022-12-31 13F-HR 349 216
2022-10-24 2022-09-30 13F-HR 273 207,405
2022-08-15 2022-06-30 13F-HR 285 204,545
2022-05-16 2022-03-31 13F-HR 312 240,763
2022-02-15 2021-12-31 13F-HR 301 240,982
2021-11-16 2021-09-30 13F-HR 295 219,040
2021-08-13 2021-06-30 13F-HR 269 213,129
2021-05-10 2021-03-31 13F-HR 259 196,905
2021-02-09 2020-12-31 13F-HR 239 183,652
2020-11-12 2020-09-30 13F-HR 230 156,574
2020-08-07 2020-06-30 13F-HR 213 141,816
2020-05-13 2020-03-31 13F-HR 204 120,821
2020-02-11 2019-12-31 13F-HR 215 134,906
2019-10-30 2019-09-30 13F-HR 209 127,285
2019-07-30 2019-06-30 13F-HR 228 120,315
2019-04-25 2019-03-31 13F-HR 220 114,042
2019-02-13 2018-12-31 13F-HR 239 102,557