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Disclosery

MGB Wealth Management, LLC: IVES position timeline

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

MGB Wealth Management, LLC held 77,230 IVES 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 77,230 shares
    Change vs previous 13F +28,178 shares

    0.7% of the 13F portfolio, value $2,441,736.

    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 49,052 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $1,575,550.

    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).