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Disclosery

MFG WEALTH MANAGEMENT, INC.: WM position timeline

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

MFG WEALTH MANAGEMENT, INC. held 6,986 WM shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 6,986 shares
    Change vs previous 13F +1,189 shares

    1.03% of the 13F portfolio, value $1,424,592.

    13F-HR 0002085853-26-001123 filed by MFG WEALTH MANAGEMENT, INC.
    Accepted , ingested

  2. period ended2026-06-30
    13F 5,797 shares
    Change vs previous 13F +5,797 shares

    0.92% of the 13F portfolio, value $1,292,035.

    13F-HR 0002085853-26-000655 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 ended2025-12-31
    13F 0 shares
    Change vs previous 13F -8,315 shares

    13F-HR 0002085853-26-000010 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.

  4. period ended2025-09-30
    13F 8,315 shares
    Change vs previous 13F -1,464 shares

    1.39% of the 13F portfolio, value $1,836,201.

    13F-HR 0002085853-25-000041 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).

  5. period ended2025-06-30
    13F 9,779 shares
    Change vs previous 13F +44 shares

    1.89% of the 13F portfolio, value $2,237,631.

    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).

  6. period ended2025-03-31
    13F 9,735 shares
    Change vs previous 13F not available

    2.15% of the 13F portfolio, value $2,253,750.

    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).