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MGB Wealth Management, LLC: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MGB Wealth Management, LLC on AAPL, newest first. How the timeline and the estimate are built.

MGB Wealth Management, LLC held 28,373 AAPL shares at 2025-12-31 per its 13F-HR filed 2026-02-17.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 28,373 shares
    Change vs previous 13F +187 shares

    2.21% of the 13F portfolio, value $7,715,711.

    13F-HR 0001398344-26-003282 filed by MGB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F 28,186 shares
    Change vs previous 13F -682 shares

    2.03% of the 13F portfolio, value $7,176,220.

    13F-HR 0001398344-25-020694 filed by MGB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 28,868 shares
    Change vs previous 13F -2,561 shares

    1.95% of the 13F portfolio, value $5,905,008.

    13F-HR 0001398344-25-015751 filed by MGB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 31,429 shares
    Change vs previous 13F +319 shares

    2.52% of the 13F portfolio, value $6,957,996.

    13F-HR 0001398344-25-009094 filed by MGB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 31,110 shares
    Change vs previous 13F +2,282 shares

    2.42% of the 13F portfolio, value $7,800,550.

    13F-HR 0001398344-25-001402 filed by MGB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 28,828 shares
    Change vs previous 13F -2,518 shares

    2.44% of the 13F portfolio, value $6,696,595.

    13F-HR 0001398344-24-020522 filed by MGB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-06-30
    13F 31,346 shares
    Change vs previous 13F +123 shares

    2.7% of the 13F portfolio, value $7,210,351.

    13F-HR 0001398344-24-014361 filed by MGB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-03-31
    13F 31,223 shares
    Change vs previous 13F not available

    2.18% of the 13F portfolio, value $5,358,848.

    13F-HR 0001398344-24-008800 filed by MGB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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