Advertisement
Screener

MBM WEALTH CONSULTANTS, LLC Historic Quarter Change: Foreign Stocks, Sold Out

Add as a preferred source on Google

MBM WEALTH CONSULTANTS, LLC historic quarter change: Foreign Stocks, Sold out

In share positions in stocks (depositary receipts and foreign shares traded over the counter), over 10 quarters from 2023-12-31 to 2026-06-30, MBM WEALTH CONSULTANTS, LLC opened 22 positions, added to 0, reduced 0 and sold out of 22.

  • Q2 2026: Stock BP; Country of operation —; Class SPONSORED ADR; Shares before 1,064.
  • Q2 2026: Stock TSM; Country of operation —; Class SPONSORED ADS; Shares before 19.
  • Q2 2026: Stock NWG; Country of operation —; Class SPONS ADR; Shares before 189.
  • Q2 2026: Stock E; Country of operation —; Class SPONSORED ADR; Shares before 47.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1762068), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-24); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-20); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-26); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-31); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-13); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-28); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-17); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-07); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-30); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-18). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2018-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026BP
BP PLC		SPONSORED ADR1,0640-1,064$50,008$0-$50,0082026-07-24
Q2 2026TSM
TAIWAN SEMICONDUCTOR MANUFAC		SPONSORED ADS190-19$6,421$0-$6,4212026-07-24
Q2 2026NWG
NATWEST GROUP PLC		SPONS ADR1890-189$2,816$0-$2,8162026-07-24
Q2 2026E
ENI SPA		SPONSORED ADR470-47$2,661$0-$2,6612026-07-24
Q2 2026BCS
BARCLAYS PLC		ADR1240-124$2,624$0-$2,6242026-07-24
Q2 2026BUD
ANHEUSER BUSCH INBEV SA NV		SPONSORED ADR370-37$2,567$0-$2,5672026-07-24
Q2 2026NGG
NATIONAL GRID PLC		SPONSORED ADR NE240-24$2,030$0-$2,0302026-07-24
Q2 2026MFG
MIZUHO FINANCIAL GROUP INC		SPONSORED ADR2150-215$1,707$0-$1,7072026-07-24
Q2 2026BTI
BRITISH AMERN TOB PLC		SPONSORED ADR290-29$1,696$0-$1,6962026-07-24
Q2 2026HDB
HDFC BANK LTD		SPONSORED ADS660-66$1,642$0-$1,6422026-07-24
Q2 2026RIO
RIO TINTO PLC		SPONSORED ADR170-17$1,586$0-$1,5862026-07-24
Q2 2026NVS
NOVARTIS AG		SPONSORED ADR90-9$1,375$0-$1,3752026-07-24
Q2 2026HLN
HALEON PLC		SPON ADS1220-122$1,221$0-$1,2212026-07-24
Q2 2026VOD
VODAFONE GROUP PLC		SPONSORED ADR790-79$1,187$0-$1,1872026-07-24
Q2 2026SONY
SONY GROUP CORP		SPONSORED ADR550-55$1,139$0-$1,1392026-07-24
Q2 2026TM
TOYOTA MOTOR CORP		ADS40-4$824$0-$8242026-07-24
Q2 2026SNY
SANOFI SA		SPONSORED ADR160-16$771$0-$7712026-07-24
Q2 2026RYAAY
RYANAIR HOLDINGS PLC		SPONSORED ADR130-13$751$0-$7512026-07-24
Q2 2026BBVA
BANCO BILBAO VIZCAYA ARGENTA		SPONSORED ADR340-34$736$0-$7362026-07-24
Q2 2026IHG
INTERCONTINENTAL HOTELS GROU		SPONSORED ADS40-4$534$0-$5342026-07-24
Q2 2026ING
ING GROEP N.V.		SPONSORED ADR190-19$495$0-$4952026-07-24
Q2 2026SAP
SAP SE		SPON ADR20-2$342$0-$3422026-07-24

Similar Firms

Firm NameCountry13F ValueHoldings
Summit Wealth Group, LLCUnited States$0.436B126
Seafarer Capital Partners, LLCUnited States$0.436B9
Stewardship Advisors, LLCUnited States$0.435B168
Tempus Wealth Planning, LLCUnited States$0.435B270
Roof Eidam Maycock Peralta, LLCUnited States$0.436B125
Napier Financial, LLCUnited States$0.436B609
VELA Investment Management, LLCUnited States$0.436B174
GREAT POINT PARTNERS LLCUnited States$0.435B42
Integris Wealth Management, LLCUnited States$0.435B124
Gimbel Daniel ScottUnited States$0.435B3
Advertisement