Skip to content
Disclosery

MGB Wealth Management, LLC: RSP position timeline

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

MGB Wealth Management, LLC held 5,346 RSP 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 5,346 shares
    Change vs previous 13F 0 shares

    0.29% of the 13F portfolio, value $1,024,306.

    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 5,346 shares
    Change vs previous 13F +1 shares

    0.29% of the 13F portfolio, value $1,013,970.

    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 5,345 shares
    Change vs previous 13F -180 shares

    0.32% of the 13F portfolio, value $971,322.

    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 5,525 shares
    Change vs previous 13F -750 shares

    0.35% of the 13F portfolio, value $956,890.

    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 6,275 shares
    Change vs previous 13F -7 shares

    0.34% of the 13F portfolio, value $1,099,282.

    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 6,282 shares
    Change vs previous 13F 0 shares

    0.41% of the 13F portfolio, value $1,125,277.

    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 6,282 shares
    Change vs previous 13F 0 shares

    0.4% of the 13F portfolio, value $1,057,391.

    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 6,282 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $1,063,455.

    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).