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MGB Wealth Management, LLC: FPE position timeline

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

MGB Wealth Management, LLC held 56,919 FPE 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 56,919 shares
    Change vs previous 13F +5,000 shares

    0.3% of the 13F portfolio, value $1,037,831.

    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 51,919 shares
    Change vs previous 13F -5,265 shares

    0.27% of the 13F portfolio, value $948,323.

    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 57,184 shares
    Change vs previous 13F +30,184 shares

    0.33% of the 13F portfolio, value $1,015,391.

    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 27,000 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $474,930.

    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 27,000 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $478,170.

    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 27,000 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $489,780.

    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).