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MGB Wealth Management, LLC: BGR position timeline

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

MGB Wealth Management, LLC held 34,205 BGR 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 34,205 shares
    Change vs previous 13F +390 shares

    0.13% of the 13F portfolio, value $463,138.

    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 33,815 shares
    Change vs previous 13F +1,234 shares

    0.13% of the 13F portfolio, value $458,874.

    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 32,581 shares
    Change vs previous 13F -32,224 shares

    0.14% of the 13F portfolio, value $432,021.

    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 64,805 shares
    Change vs previous 13F +32,445 shares

    0.31% of the 13F portfolio, value $848,656.

    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 32,360 shares
    Change vs previous 13F +73 shares

    0.13% of the 13F portfolio, value $408,055.

    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 32,287 shares
    Change vs previous 13F +56 shares

    0.15% of the 13F portfolio, value $415,860.

    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 32,231 shares
    Change vs previous 13F +556 shares

    0.16% of the 13F portfolio, value $422,865.

    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 31,675 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $419,699.

    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).