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MGB Wealth Management, LLC: PPA position timeline

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

MGB Wealth Management, LLC held 14,653 PPA 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 14,653 shares
    Change vs previous 13F +2,713 shares

    0.66% of the 13F portfolio, value $2,297,083.

    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 11,940 shares
    Change vs previous 13F -168 shares

    0.52% of the 13F portfolio, value $1,854,034.

    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 12,108 shares
    Change vs previous 13F +152 shares

    0.56% of the 13F portfolio, value $1,714,819.

    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 11,956 shares
    Change vs previous 13F -300 shares

    0.5% of the 13F portfolio, value $1,393,600.

    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 12,256 shares
    Change vs previous 13F +812 shares

    0.44% of the 13F portfolio, value $1,406,285.

    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 11,444 shares
    Change vs previous 13F +375 shares

    0.48% of the 13F portfolio, value $1,315,716.

    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 11,069 shares
    Change vs previous 13F +665 shares

    0.43% of the 13F portfolio, value $1,155,936.

    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 10,404 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $1,056,734.

    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).