Skip to content
Disclosery

MGB Wealth Management, LLC: LLY position timeline

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

MGB Wealth Management, LLC held 825 LLY 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 825 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $886,611.

    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 825 shares
    Change vs previous 13F -1,055 shares

    0.18% of the 13F portfolio, value $624,914.

    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 1,880 shares
    Change vs previous 13F -188 shares

    0.48% of the 13F portfolio, value $1,465,006.

    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 2,068 shares
    Change vs previous 13F +121 shares

    0.62% of the 13F portfolio, value $1,707,557.

    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 1,947 shares
    Change vs previous 13F +805 shares

    0.47% of the 13F portfolio, value $1,503,314.

    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 1,142 shares
    Change vs previous 13F +115 shares

    0.37% of the 13F portfolio, value $1,011,743.

    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 1,027 shares
    Change vs previous 13F 0 shares

    0.36% of the 13F portfolio, value $971,483.

    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 1,027 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $799,004.

    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).