Skip to content
Disclosery

MGB Wealth Management, LLC: QQQ position timeline

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

MGB Wealth Management, LLC held 30,432 QQQ 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 30,432 shares
    Change vs previous 13F +895 shares

    5.35% of the 13F portfolio, value $18,707,092.

    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 29,537 shares
    Change vs previous 13F +81 shares

    5.01% of the 13F portfolio, value $17,729,816.

    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 29,456 shares
    Change vs previous 13F +1,262 shares

    5.35% of the 13F portfolio, value $16,238,994.

    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 28,194 shares
    Change vs previous 13F +203 shares

    4.78% of the 13F portfolio, value $13,220,963.

    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 27,991 shares
    Change vs previous 13F +2,312 shares

    4.45% of the 13F portfolio, value $14,322,878.

    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 25,679 shares
    Change vs previous 13F -1,497 shares

    4.57% of the 13F portfolio, value $12,529,419.

    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 27,176 shares
    Change vs previous 13F +347 shares

    5.02% of the 13F portfolio, value $13,435,056.

    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 26,829 shares
    Change vs previous 13F not available

    4.84% of the 13F portfolio, value $11,914,232.

    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).