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MGB Wealth Management, LLC: CME position timeline

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

MGB Wealth Management, LLC held 5,545 CME 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 5,545 shares
    Change vs previous 13F +36 shares

    0.43% of the 13F portfolio, value $1,514,335.

    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 5,509 shares
    Change vs previous 13F +1 shares

    0.42% of the 13F portfolio, value $1,488,931.

    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 5,508 shares
    Change vs previous 13F +311 shares

    0.5% of the 13F portfolio, value $1,517,855.

    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 5,197 shares
    Change vs previous 13F -3 shares

    0.5% of the 13F portfolio, value $1,376,419.

    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 5,200 shares
    Change vs previous 13F -8 shares

    0.37% of the 13F portfolio, value $1,207,071.

    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 5,208 shares
    Change vs previous 13F -297 shares

    0.42% of the 13F portfolio, value $1,147,382.

    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 5,505 shares
    Change vs previous 13F +50 shares

    0.4% of the 13F portfolio, value $1,069,285.

    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 5,455 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $1,174,757.

    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).