MBM WEALTH CONSULTANTS, LLC

Position in JEF — Jefferies Financial Group Inc.

CIK 1762068 CHESTERFIELD, MO

Position in JEF

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$242,452

-$1,092,756 QoQ

Shares Held

4,851

-85.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

#404

of 581 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

MBM WEALTH CONSULTANTS, LLC holds $4,379,273 across 4 Capital Markets names. JEF ranks #4 (5.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp	21,681	$2,000,505
2	IBKR	Interactive Brokers Group, Inc.	17,492	$1,522,503
3	HOOD	Robinhood Markets, Inc.	6,121	$613,813
4	JEF	Jefferies Financial Group Inc. This page	4,851	$242,452

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$242,452	4,851	-85.0%	Shares	Sole	2026-07-24
2026-03-31	$1,335,208	32,353	+20.9%	Shares	Sole	2026-04-20
2025-12-31	$1,657,697	26,750	+1.3%	Shares	Sole	2026-01-26
2025-09-30	$1,726,760	26,395	-15.1%	Shares	Sole	2025-10-31
2025-06-30	$1,700,804	31,099	+12.6%	Shares	Sole	2025-08-13
2025-03-31	$1,479,978	27,627	-0.8%	Shares	Sole	2025-04-28
2024-12-31	$2,182,891	27,843	-1.2%	Shares	Sole	2025-01-17
2024-09-30	$1,734,294	28,177	+5.0%	Shares	Sole	2024-10-07
2024-06-30	$1,335,757	26,844	+3.2%	Shares	Sole	2024-07-30
2024-03-31	$1,147,393	26,018	+3.6%	Shares	Sole	2024-04-18
2023-12-31	$1,015,260	25,124	+9.1%	Shares	Sole	2024-01-30
2023-09-30	$843,332	23,023	+15.8%	Shares	Sole	2023-10-19
2023-06-30	$659,253	19,875	+29.8%	Shares	Sole	2023-07-24
2023-03-31	$570	15,312	0.0%	Shares	Sole	2023-05-31
2022-12-31	$524,895	15,312	—	Shares	Sole	2023-02-15
No filing history on record for this holder in this stock.