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MGB Wealth Management, LLC: MSFT position timeline

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

MGB Wealth Management, LLC held 25,338 MSFT 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 25,338 shares
    Change vs previous 13F -163 shares

    3.51% of the 13F portfolio, value $12,259,619.

    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 25,501 shares
    Change vs previous 13F -1,431 shares

    3.73% of the 13F portfolio, value $13,199,501.

    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 26,932 shares
    Change vs previous 13F -131 shares

    4.41% of the 13F portfolio, value $13,391,510.

    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 27,063 shares
    Change vs previous 13F +138 shares

    3.68% of the 13F portfolio, value $10,172,907.

    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 26,925 shares
    Change vs previous 13F +577 shares

    3.53% of the 13F portfolio, value $11,361,931.

    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 26,348 shares
    Change vs previous 13F -1,833 shares

    4.14% of the 13F portfolio, value $11,330,567.

    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 28,181 shares
    Change vs previous 13F +105 shares

    4.78% of the 13F portfolio, value $12,786,286.

    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 28,076 shares
    Change vs previous 13F not available

    4.8% of the 13F portfolio, value $11,813,184.

    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).