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Disclosery

MGB Wealth Management, LLC: BOTZ position timeline

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

MGB Wealth Management, LLC held 19,959 BOTZ 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 19,959 shares
    Change vs previous 13F +90 shares

    0.21% of the 13F portfolio, value $723,105.

    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 19,869 shares
    Change vs previous 13F -180 shares

    0.2% of the 13F portfolio, value $703,949.

    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 20,049 shares
    Change vs previous 13F -859 shares

    0.22% of the 13F portfolio, value $654,585.

    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 20,908 shares
    Change vs previous 13F +3,267 shares

    0.22% of the 13F portfolio, value $595,033.

    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 17,641 shares
    Change vs previous 13F +43 shares

    0.17% of the 13F portfolio, value $563,620.

    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 17,598 shares
    Change vs previous 13F -1 shares

    0.21% of the 13F portfolio, value $565,797.

    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 17,599 shares
    Change vs previous 13F -852 shares

    0.21% of the 13F portfolio, value $566,854.

    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 18,451 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $586,927.

    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).