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MGB Wealth Management, LLC: MPC position timeline

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

MGB Wealth Management, LLC held 15,485 MPC 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 15,485 shares
    Change vs previous 13F +11 shares

    0.72% of the 13F portfolio, value $2,519,423.

    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 15,474 shares
    Change vs previous 13F -741 shares

    0.84% of the 13F portfolio, value $2,985,785.

    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 16,215 shares
    Change vs previous 13F -1,066 shares

    0.89% of the 13F portfolio, value $2,695,201.

    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 17,281 shares
    Change vs previous 13F -34 shares

    0.91% of the 13F portfolio, value $2,515,556.

    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 17,315 shares
    Change vs previous 13F -4,830 shares

    0.75% of the 13F portfolio, value $2,410,259.

    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 22,145 shares
    Change vs previous 13F -1,309 shares

    1.32% of the 13F portfolio, value $3,608,625.

    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 23,454 shares
    Change vs previous 13F +94 shares

    1.45% of the 13F portfolio, value $3,876,556.

    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 23,360 shares
    Change vs previous 13F not available

    1.91% of the 13F portfolio, value $4,697,064.

    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).