Skip to content
Disclosery

MGB Wealth Management, LLC: HD position timeline

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

MGB Wealth Management, LLC held 6,021 HD 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 6,021 shares
    Change vs previous 13F -164 shares

    0.59% of the 13F portfolio, value $2,073,241.

    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 6,185 shares
    Change vs previous 13F -273 shares

    0.71% of the 13F portfolio, value $2,507,261.

    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 6,458 shares
    Change vs previous 13F -173 shares

    0.78% of the 13F portfolio, value $2,369,983.

    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 6,631 shares
    Change vs previous 13F -110 shares

    0.87% of the 13F portfolio, value $2,418,872.

    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 6,741 shares
    Change vs previous 13F +94 shares

    0.81% of the 13F portfolio, value $2,622,999.

    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 6,647 shares
    Change vs previous 13F -720 shares

    0.98% of the 13F portfolio, value $2,685,896.

    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 7,367 shares
    Change vs previous 13F +5 shares

    0.99% of the 13F portfolio, value $2,642,479.

    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 7,362 shares
    Change vs previous 13F not available

    1.15% of the 13F portfolio, value $2,824,305.

    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).