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Disclosery

MGB Wealth Management, LLC: DIVO position timeline

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

MGB Wealth Management, LLC held 73,192 DIVO 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 73,192 shares
    Change vs previous 13F +1,221 shares

    0.93% of the 13F portfolio, value $3,260,328.

    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 71,971 shares
    Change vs previous 13F -4,884 shares

    0.91% of the 13F portfolio, value $3,206,900.

    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 76,855 shares
    Change vs previous 13F -1,072 shares

    1.08% of the 13F portfolio, value $3,265,152.

    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 77,927 shares
    Change vs previous 13F +2,516 shares

    1.15% of the 13F portfolio, value $3,169,521.

    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 75,411 shares
    Change vs previous 13F +166 shares

    0.95% of the 13F portfolio, value $3,052,081.

    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 75,245 shares
    Change vs previous 13F +18 shares

    1.13% of the 13F portfolio, value $3,098,118.

    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 75,227 shares
    Change vs previous 13F -96 shares

    1.11% of the 13F portfolio, value $2,963,179.

    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 75,323 shares
    Change vs previous 13F not available

    1.19% of the 13F portfolio, value $2,928,576.

    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).