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Disclosery

MFG WEALTH MANAGEMENT, INC.: CRM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MFG WEALTH MANAGEMENT, INC. on CRM, newest first. How the timeline and the estimate are built.

MFG WEALTH MANAGEMENT, INC. held 0 CRM shares at 2025-06-30 per its 13F-HR filed 2025-07-09.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -5,816 shares

    13F-HR 0001667731-25-000757 filed by MFG WEALTH MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-03-31
    13F 5,816 shares
    Change vs previous 13F -491 shares

    1.49% of the 13F portfolio, value $1,560,782.

    13F-HR 0001667731-25-000501 filed by MFG WEALTH MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-12-31
    13F 6,307 shares
    Change vs previous 13F not available

    1.93% of the 13F portfolio, value $2,108,619.

    13F-HR 0001667731-25-000164 filed by MFG WEALTH MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).