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CIK 0001762068 • 7 13F filings • Apr 28, 2025 – Oct 20, 2026
Import this data to Google Sheets with:
=jivedata("mbm-wealth-consultants-llc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| 13F-HR |
| 0001762068-25-000006 |
| $402.7M |
| View |
| Jul 24, 2026 | Q2 2026 | 13F-HR | 0001762068-26-000005 | $518.6M | View |
| Aug 13, 2025 | Q2 2025 | 13F-HR | 0001762068-25-000005 | $373.5M | View |
| Apr 20, 2026 | Q1 2026 | 13F-HR | 0001762068-26-000004 | $435.6M | View |
| Apr 28, 2025 | Q1 2025 | 13F-HR | 0001762068-25-000004 | $338.4M | View |