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Livermore
Livermore
ZHEN

MBM Wealth Consultants, LLC

SEC CIK
0001762068
Latest filing
Jul 24, 2026

USB holding history

US Bancorp DE 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.

USB overviewAll 13F holders of USBFull Q2 2026 holdings

Shares (Q2 2026)
12,142
Value
$733.4K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of USB by MBM Wealth Consultants, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202612,142$733.4K0.1%+617+5.4%AddedHolders
Q1 202611,525$599.4K0.1%+645+5.9%AddedHolders
Q4 202510,880$580.6K0.1%+677+6.6%AddedHolders
Q3 202510,203$493.1K0.1%+173+1.7%AddedHolders
Q2 202510,030$453.9K0.1%+849+9.2%AddedHolders
Q1 20259,181$392.2K0.1%+1,047+12.9%AddedHolders
Q4 20248,134$389.2K0.1%+407+5.3%AddedHolders
Q3 20247,727$353.3K0.1%+64+0.8%AddedHolders
Q2 20247,663$305.5K0.1%+102+1.3%AddedHolders
Q1 20247,561$341.6K0.1%−21−0.3%ReducedHolders
Q4 20237,582$325.6K0.1%−157−2.0%ReducedHolders
Q3 20237,739$248.9K0.1%−1,498−16.2%ReducedHolders
Q2 20239,237$324.3K0.1%+1,527+19.8%AddedHolders
Q1 20237,710$328.0K0.1%00.0%UnchangedHolders
Q4 20227,710$347.0K0.2%+3,226+71.9%AddedHolders
Q3 20224,484$186.0K0.1%00.0%UnchangedHolders
Q2 20224,484$208.0K0.1%00.0%UnchangedHolders
Q1 20224,484$238.0K0.1%−515−10.3%ReducedHolders
Q4 20214,999$281.0K0.1%−3,855−43.5%ReducedHolders
Q3 20218,854$527.0K0.2%00.0%UnchangedHolders
Q2 20218,854$504.0K0.2%00.0%UnchangedHolders
Q1 20218,854$490.0K0.2%––Holders

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