Position in FHI
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$598,584
-$3,846 QoQ
Shares Held
10,840
+2.0% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
#201
of 388 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FHI Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026MBM WEALTH CONSULTANTS, LLC holds $2,772,358 across 3 Asset Management names. FHI ranks #2 (21.6% of the industry book) .
All Filings in FHI
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $598,584 | 10,840 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $602,430 | 10,623 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $522,157 | 10,028 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $467,525 | 9,003 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $406,458 | 9,171 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $350,744 | 8,603 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $307,461 | 7,479 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $257,573 | 7,005 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $227,595 | 6,922 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $245,941 | 6,809 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $235,360 | 6,951 | Shares | Sole | 2024-01-30 | |
| No filing history on record for this holder in this stock. | ||||||