MBM Wealth Consultants, LLC

SEC CIK: 0001762068
Latest filing: Jul 24, 2026

SEC filings (opens in a new tab)

MA holding history

Mastercard Inc in every 13F filed by MBM Wealth Consultants, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MA overview All 13F holders of MA Full Q2 2026 holdings

Shares (Q2 2026): 791
Value: $406.3K
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of MA by MBM Wealth Consultants, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	791	$406.3K	0.1%	+76+10.6%	Added	Holders
Q1 2026	715	$357.3K	0.1%	+3+0.4%	Added	Holders
Q4 2025	712	$406.5K	0.1%	−7−1.0%	Reduced	Holders
Q3 2025	719	$409.0K	0.1%	−8−1.1%	Reduced	Holders
Q2 2025	727	$408.5K	0.1%	00.0%	Unchanged	Holders
Q1 2025	727	$398.5K	0.1%	00.0%	Unchanged	Holders
Q4 2024	727	$379.8K	0.1%	−14−1.9%	Reduced	Holders
Q3 2024	741	$365.9K	0.1%	00.0%	Unchanged	Holders
Q2 2024	741	$329.5K	0.1%	+11+1.5%	Added	Holders
Q1 2024	730	$351.5K	0.1%	00.0%	Unchanged	Holders
Q4 2023	730	$321.6K	0.1%	−26−3.4%	Reduced	Holders
Q3 2023	756	$300.9K	0.1%	00.0%	Unchanged	Holders
Q2 2023	756	$302.9K	0.1%	−206−21.4%	Reduced	Holders
Q1 2023	962	$275.0K	0.1%	00.0%	Unchanged	Holders
Q4 2022	962	$334.0K	0.2%	+150+18.5%	Added	Holders
Q3 2022	812	$236.0K	0.1%	00.0%	Unchanged	Holders
Q2 2022	812	$256.0K	0.1%	00.0%	Unchanged	Holders
Q1 2022	812	$290.0K	0.1%	−42−4.9%	Reduced	Holders
Q4 2021	854	$307.0K	0.1%	+42+5.2%	Added	Holders
Q3 2021	812	$282.0K	0.1%	00.0%	Unchanged	Holders
Q2 2021	812	$296.0K	0.1%	−1−0.1%	Reduced	Holders
Q1 2021	813	$289.0K	0.1%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.