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MGB Wealth Management, LLC: APP position timeline

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

MGB Wealth Management, LLC held 80,828 APP 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 80,828 shares
    Change vs previous 13F -9,938 shares

    15.58% of the 13F portfolio, value $54,463,523.

    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 90,766 shares
    Change vs previous 13F -7,580 shares

    18.42% of the 13F portfolio, value $65,217,790.

    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 98,346 shares
    Change vs previous 13F -11,270 shares

    11.34% of the 13F portfolio, value $34,425,773.

    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 109,616 shares
    Change vs previous 13F -130,000 shares

    10.51% of the 13F portfolio, value $29,046,404.

    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 239,616 shares
    Change vs previous 13F -92,308 shares

    24.08% of the 13F portfolio, value $77,597,113.

    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 331,924 shares
    Change vs previous 13F -17,210 shares

    15.82% of the 13F portfolio, value $43,332,678.

    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 349,134 shares
    Change vs previous 13F -12,500 shares

    11.08% of the 13F portfolio, value $29,627,511.

    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 361,634 shares
    Change vs previous 13F not available

    10.17% of the 13F portfolio, value $25,032,305.

    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).