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MGB Wealth Management, LLC: PAVE position timeline

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

MGB Wealth Management, LLC held 39,080 PAVE 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 39,080 shares
    Change vs previous 13F 0 shares

    0.54% of the 13F portfolio, value $1,872,430.

    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 39,080 shares
    Change vs previous 13F -3,279 shares

    0.52% of the 13F portfolio, value $1,857,976.

    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 42,359 shares
    Change vs previous 13F -3,543 shares

    0.61% of the 13F portfolio, value $1,847,357.

    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 45,902 shares
    Change vs previous 13F +600 shares

    0.63% of the 13F portfolio, value $1,730,260.

    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 45,302 shares
    Change vs previous 13F +1,874 shares

    0.57% of the 13F portfolio, value $1,830,789.

    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 43,428 shares
    Change vs previous 13F +650 shares

    0.65% of the 13F portfolio, value $1,785,198.

    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 42,778 shares
    Change vs previous 13F +1,448 shares

    0.61% of the 13F portfolio, value $1,627,462.

    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 41,330 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $1,644,779.

    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).