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Disclosery

MGB Wealth Management, LLC: NLR position timeline

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

MGB Wealth Management, LLC held 5,550 NLR 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 5,550 shares
    Change vs previous 13F -442 shares

    0.2% of the 13F portfolio, value $689,327.

    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 5,992 shares
    Change vs previous 13F +5,662 shares

    0.23% of the 13F portfolio, value $813,181.

    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 330 shares
    Change vs previous 13F -16,693 shares

    0.01% of the 13F portfolio, value $36,109.

    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 17,023 shares
    Change vs previous 13F +350 shares

    0.45% of the 13F portfolio, value $1,247,539.

    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 16,673 shares
    Change vs previous 13F +1,133 shares

    0.42% of the 13F portfolio, value $1,356,347.

    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 15,540 shares
    Change vs previous 13F -25 shares

    0.47% of the 13F portfolio, value $1,298,367.

    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 15,565 shares
    Change vs previous 13F +4,605 shares

    0.5% of the 13F portfolio, value $1,330,963.

    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 10,960 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $832,468.

    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).