Skip to content
Disclosery

MGB Wealth Management, LLC: CCJ position timeline

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

MGB Wealth Management, LLC held 9,926 CCJ 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 9,926 shares
    Change vs previous 13F +2 shares

    0.26% of the 13F portfolio, value $908,156.

    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 9,924 shares
    Change vs previous 13F +485 shares

    0.24% of the 13F portfolio, value $832,588.

    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 9,439 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $700,130.

    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 9,439 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $388,900.

    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 9,439 shares
    Change vs previous 13F +569 shares

    0.15% of the 13F portfolio, value $485,049.

    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 8,870 shares
    Change vs previous 13F +2,000 shares

    0.15% of the 13F portfolio, value $423,631.

    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 6,870 shares
    Change vs previous 13F +1,550 shares

    0.14% of the 13F portfolio, value $363,217.

    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 5,320 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $230,462.

    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).