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MGB Wealth Management, LLC: IGV position timeline

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

MGB Wealth Management, LLC held 25,622 IGV 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 25,622 shares
    Change vs previous 13F 0 shares

    0.78% of the 13F portfolio, value $2,709,857.

    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 25,622 shares
    Change vs previous 13F +114 shares

    0.83% of the 13F portfolio, value $2,948,185.

    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 25,508 shares
    Change vs previous 13F -50 shares

    0.92% of the 13F portfolio, value $2,790,688.

    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 25,558 shares
    Change vs previous 13F +1,318 shares

    0.82% of the 13F portfolio, value $2,275,673.

    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 24,240 shares
    Change vs previous 13F +2,582 shares

    0.75% of the 13F portfolio, value $2,427,701.

    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 21,658 shares
    Change vs previous 13F -1,055 shares

    0.71% of the 13F portfolio, value $1,935,464.

    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 22,713 shares
    Change vs previous 13F 0 shares

    0.74% of the 13F portfolio, value $1,982,456.

    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 22,713 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $1,936,863.

    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).