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Disclosery

MGB Wealth Management, LLC: FEZ position timeline

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

MGB Wealth Management, LLC held 613 FEZ 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 613 shares
    Change vs previous 13F +5 shares

    0.01% of the 13F portfolio, value $39,454.

    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 608 shares
    Change vs previous 13F +201 shares

    0.01% of the 13F portfolio, value $37,761.

    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 407 shares
    Change vs previous 13F +407 shares

    0.01% of the 13F portfolio, value $24,325.

    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 ended2024-12-31
    13F 0 shares
    Change vs previous 13F -8,910 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  5. period ended2024-09-30
    13F 8,910 shares
    Change vs previous 13F +103 shares

    0.17% of the 13F portfolio, value $474,368.

    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).

  6. period ended2024-06-30
    13F 8,807 shares
    Change vs previous 13F -2,000 shares

    0.17% of the 13F portfolio, value $460,782.

    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).

  7. period ended2024-03-31
    13F 10,807 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $567,908.

    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).