MBM WEALTH CONSULTANTS, LLC

Position in SSNC — SS&C Technologies Holdings Inc

CIK 1762068 CHESTERFIELD, MO

Position in SSNC

as of Mar 31, 2026 · filed Apr 20, 2026 Compact

Position Value

$22,095

-$683,517 QoQ

Shares Held

327

-97.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2020

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

MBM WEALTH CONSULTANTS, LLC holds $1,322,120 across 2 Software - Application names.

#	Ticker	Company	Shares	Value (USD)	Open
1	ADBE	Adobe Inc.	4,949	$1,014,643
2	PAYX	Paychex Inc	3,127	$307,477

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$22,095	327	-97.6%	Shares	Sole	2026-04-20
2023-09-30	$705,612	13,430	+5.6%	Shares	Sole	2023-10-19
2023-06-30	$770,347	12,712	+21.5%	Shares	Sole	2023-07-24
2023-03-31	$670	10,462	0.0%	Shares	Sole	2023-05-31
2022-12-31	$544,651	10,462	+10.8%	Shares	Sole	2023-02-15
2022-09-30	$450,855	9,442	+23.5%	Shares	Sole	2022-10-24
2022-06-30	$443,829	7,643	+8.3%	Shares	Sole	2022-08-15
2022-03-31	$529,191	7,054	+139.4%	Shares	Sole	2022-05-16
2021-12-31	$241,513	2,946	0.0%	Shares	Sole	2022-02-15
2021-09-30	$204,452	2,946	+7.8%	Shares	Sole	2021-11-16
2021-06-30	$197,012	2,734	+3.6%	Shares	Sole	2021-08-13
2021-03-31	$184,317	2,638	+26.2%	Shares	Sole	2021-05-10
2020-12-31	$152,120	2,091	—	Shares	Sole	2021-02-09
No filing history on record for this holder in this stock.