Skip to content
Disclosery

MGB Wealth Management, LLC: FDN position timeline

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

MGB Wealth Management, LLC held 13,438 FDN 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 13,438 shares
    Change vs previous 13F -595 shares

    1.04% of the 13F portfolio, value $3,620,138.

    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 14,033 shares
    Change vs previous 13F 0 shares

    1.11% of the 13F portfolio, value $3,931,765.

    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 14,033 shares
    Change vs previous 13F 0 shares

    1.24% of the 13F portfolio, value $3,776,883.

    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 14,033 shares
    Change vs previous 13F 0 shares

    1.13% of the 13F portfolio, value $3,118,971.

    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 14,033 shares
    Change vs previous 13F 0 shares

    1.06% of the 13F portfolio, value $3,415,257.

    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 14,033 shares
    Change vs previous 13F -1,675 shares

    1.09% of the 13F portfolio, value $2,972,282.

    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 15,708 shares
    Change vs previous 13F +350 shares

    1.2% of the 13F portfolio, value $3,210,180.

    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 15,358 shares
    Change vs previous 13F not available

    1.28% of the 13F portfolio, value $3,150,328.

    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).