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MGB Wealth Management, LLC: FLOT position timeline

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

MGB Wealth Management, LLC held 24,967 FLOT 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 24,967 shares
    Change vs previous 13F +4,467 shares

    0.36% of the 13F portfolio, value $1,269,624.

    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 20,500 shares
    Change vs previous 13F -487 shares

    0.3% of the 13F portfolio, value $1,047,208.

    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 20,987 shares
    Change vs previous 13F +900 shares

    0.35% of the 13F portfolio, value $1,070,662.

    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 20,087 shares
    Change vs previous 13F +579 shares

    0.37% of the 13F portfolio, value $1,025,441.

    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 19,508 shares
    Change vs previous 13F -328 shares

    0.31% of the 13F portfolio, value $992,472.

    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 19,836 shares
    Change vs previous 13F +5,975 shares

    0.37% of the 13F portfolio, value $1,012,429.

    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 13,861 shares
    Change vs previous 13F +500 shares

    0.26% of the 13F portfolio, value $706,500.

    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 13,361 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $682,303.

    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).