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Livermore
Livermore
ZHEN

MBM Wealth Consultants, LLC

SEC CIK
0001762068
Latest filing
Jul 24, 2026

WM holding history

Waste Management 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.

WM overviewAll 13F holders of WMFull Q2 2026 holdings

Shares (Q2 2026)
9,699
Value
$2.16M
% of portfolio
0.4%
Quarters held
22
Since Q1 2021
Holdings of WM by MBM Wealth Consultants, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20269,699$2.16M0.4%+1,212+14.3%AddedHolders
Q1 20268,487$1.95M0.4%−1,115−11.6%ReducedHolders
Q4 20259,602$2.11M0.5%+316+3.4%AddedHolders
Q3 20259,286$2.05M0.5%+889+10.6%AddedHolders
Q2 20258,397$1.92M0.5%−253−2.9%ReducedHolders
Q1 20258,650$2.00M0.6%+74+0.9%AddedHolders
Q4 20248,576$1.72M0.5%+169+2.0%AddedHolders
Q3 20248,407$1.75M0.6%+453+5.7%AddedHolders
Q2 20247,954$1.67M0.6%+211+2.7%AddedHolders
Q1 20247,743$1.65M0.6%−178−2.2%ReducedHolders
Q4 20237,921$1.47M0.5%+455+6.1%AddedHolders
Q3 20237,466$1.19M0.5%+420+6.0%AddedHolders
Q2 20237,046$1.19M0.5%+808+13.0%AddedHolders
Q1 20236,238$1.11M0.5%00.0%UnchangedHolders
Q4 20226,238$980.0K0.5%+18+0.3%AddedHolders
Q3 20226,220$1.03M0.5%−215−3.3%ReducedHolders
Q2 20226,435$984.0K0.5%+175+2.8%AddedHolders
Q1 20226,260$992.0K0.4%+347+5.9%AddedHolders
Q4 20215,913$987.0K0.4%+82+1.4%AddedHolders
Q3 20215,831$871.0K0.4%+87+1.5%AddedHolders
Q2 20215,744$805.0K0.4%−252−4.2%ReducedHolders
Q1 20215,996$773.0K0.4%––Holders

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