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MGB Wealth Management, LLC: SLV position timeline

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

MGB Wealth Management, LLC held 59,167 SLV 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 59,167 shares
    Change vs previous 13F +2,996 shares

    1.11% of the 13F portfolio, value $3,888,871.

    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 56,171 shares
    Change vs previous 13F -2,785 shares

    0.67% of the 13F portfolio, value $2,383,037.

    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 58,956 shares
    Change vs previous 13F +26,512 shares

    0.64% of the 13F portfolio, value $1,928,366.

    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 32,444 shares
    Change vs previous 13F +4,496 shares

    0.36% of the 13F portfolio, value $1,005,539.

    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 27,948 shares
    Change vs previous 13F -11,002 shares

    0.23% of the 13F portfolio, value $736,861.

    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 38,950 shares
    Change vs previous 13F +2,892 shares

    0.41% of the 13F portfolio, value $1,110,618.

    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 36,058 shares
    Change vs previous 13F +12,258 shares

    0.38% of the 13F portfolio, value $1,018,990.

    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 23,800 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $541,450.

    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).