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Disclosery

MGB Wealth Management, LLC: HAL position timeline

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

MGB Wealth Management, LLC held 19,697 HAL 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 19,697 shares
    Change vs previous 13F +7,130 shares

    0.16% of the 13F portfolio, value $559,060.

    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 12,567 shares
    Change vs previous 13F -2,418 shares

    0.09% of the 13F portfolio, value $310,486.

    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 14,985 shares
    Change vs previous 13F +23 shares

    0.1% of the 13F portfolio, value $306,347.

    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 14,962 shares
    Change vs previous 13F -962 shares

    0.14% of the 13F portfolio, value $378,067.

    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 15,924 shares
    Change vs previous 13F -4,227 shares

    0.13% of the 13F portfolio, value $431,812.

    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 20,151 shares
    Change vs previous 13F +4 shares

    0.21% of the 13F portfolio, value $583,374.

    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 20,147 shares
    Change vs previous 13F +2 shares

    0.25% of the 13F portfolio, value $680,986.

    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 20,145 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $791,904.

    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).