Skip to content
Disclosery

MGB Wealth Management, LLC: MAIN position timeline

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

MGB Wealth Management, LLC held 55,198 MAIN 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 55,198 shares
    Change vs previous 13F +1,970 shares

    0.95% of the 13F portfolio, value $3,333,276.

    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 53,228 shares
    Change vs previous 13F +3,185 shares

    0.96% of the 13F portfolio, value $3,384,392.

    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 50,043 shares
    Change vs previous 13F -45,523 shares

    0.97% of the 13F portfolio, value $2,957,328.

    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 95,566 shares
    Change vs previous 13F +48,207 shares

    1.99% of the 13F portfolio, value $5,498,973.

    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 47,359 shares
    Change vs previous 13F +4,500 shares

    0.86% of the 13F portfolio, value $2,771,971.

    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 42,859 shares
    Change vs previous 13F +1,150 shares

    0.78% of the 13F portfolio, value $2,149,323.

    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 41,709 shares
    Change vs previous 13F +150 shares

    0.8% of the 13F portfolio, value $2,149,167.

    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 41,559 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $1,965,816.

    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).