MGB Wealth Management, LLC: META position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MGB Wealth Management, LLC on META, newest first. How the timeline and the estimate are built.
MGB Wealth Management, LLC held 1,276 META shares at 2025-12-31 per its 13F-HR filed 2026-02-17.
the latest 13F is the newest step
- period ended2025-12-3113F 1,276 sharesChange vs previous 13F +35 shares
0.24% of the 13F portfolio, value $842,535.
13F-HR 0001398344-26-003282 filed by MGB Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,241 sharesChange vs previous 13F +60 shares
0.26% of the 13F portfolio, value $913,583.
13F-HR 0001398344-25-020694 filed by MGB Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,181 sharesChange vs previous 13F -60 shares
0.29% of the 13F portfolio, value $870,605.
13F-HR 0001398344-25-015751 filed by MGB Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 1,241 sharesChange vs previous 13F +75 shares
0.26% of the 13F portfolio, value $715,355.
13F-HR 0001398344-25-009094 filed by MGB Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 1,166 sharesChange vs previous 13F +296 shares
0.21% of the 13F portfolio, value $684,103.
13F-HR 0001398344-25-001402 filed by MGB Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 870 sharesChange vs previous 13F +140 shares
0.18% of the 13F portfolio, value $498,022.
13F-HR 0001398344-24-020522 filed by MGB Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 730 sharesChange vs previous 13F 0 shares
0.14% of the 13F portfolio, value $367,356.
13F-HR 0001398344-24-014361 filed by MGB Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-03-3113F 730 sharesChange vs previous 13F not available
0.14% of the 13F portfolio, value $356,378.
13F-HR 0001398344-24-008800 filed by MGB Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).