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MGB Wealth Management, LLC: SMH position timeline

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

MGB Wealth Management, LLC held 5,090 SMH 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 5,090 shares
    Change vs previous 13F -268 shares

    0.53% of the 13F portfolio, value $1,836,477.

    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 5,358 shares
    Change vs previous 13F -341 shares

    0.49% of the 13F portfolio, value $1,744,699.

    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 5,699 shares
    Change vs previous 13F -160 shares

    0.52% of the 13F portfolio, value $1,588,607.

    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 5,859 shares
    Change vs previous 13F +480 shares

    0.45% of the 13F portfolio, value $1,240,126.

    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 5,379 shares
    Change vs previous 13F +988 shares

    0.41% of the 13F portfolio, value $1,306,619.

    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 4,391 shares
    Change vs previous 13F -180 shares

    0.39% of the 13F portfolio, value $1,081,437.

    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 4,571 shares
    Change vs previous 13F -166 shares

    0.47% of the 13F portfolio, value $1,249,032.

    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 4,737 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $1,065,782.

    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).