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MGB Wealth Management, LLC: FCG position timeline

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

MGB Wealth Management, LLC held 59,111 FCG 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 59,111 shares
    Change vs previous 13F -973 shares

    0.4% of the 13F portfolio, value $1,385,002.

    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 60,084 shares
    Change vs previous 13F -1,305 shares

    0.4% of the 13F portfolio, value $1,412,525.

    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 61,389 shares
    Change vs previous 13F -1,328 shares

    0.47% of the 13F portfolio, value $1,420,487.

    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 62,717 shares
    Change vs previous 13F -9,465 shares

    0.56% of the 13F portfolio, value $1,556,558.

    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 72,182 shares
    Change vs previous 13F -108 shares

    0.55% of the 13F portfolio, value $1,772,898.

    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 72,290 shares
    Change vs previous 13F -5,351 shares

    0.63% of the 13F portfolio, value $1,715,623.

    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 77,641 shares
    Change vs previous 13F +2 shares

    0.78% of the 13F portfolio, value $2,083,573.

    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 77,639 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $2,124,816.

    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).