Skip to content
Disclosery

MGB Wealth Management, LLC: IWR position timeline

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

MGB Wealth Management, LLC held 3,852 IWR 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 3,852 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $370,832.

    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 3,852 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $371,911.

    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).