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MGB Wealth Management, LLC: SPDW position timeline

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

MGB Wealth Management, LLC held 26,865 SPDW 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 26,865 shares
    Change vs previous 13F +1,915 shares

    0.34% of the 13F portfolio, value $1,193,414.

    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 24,950 shares
    Change vs previous 13F +661 shares

    0.3% of the 13F portfolio, value $1,067,131.

    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 24,289 shares
    Change vs previous 13F -2,149 shares

    0.32% of the 13F portfolio, value $983,087.

    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 26,438 shares
    Change vs previous 13F -826 shares

    0.35% of the 13F portfolio, value $965,516.

    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 27,264 shares
    Change vs previous 13F -4,033 shares

    0.29% of the 13F portfolio, value $930,823.

    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 31,297 shares
    Change vs previous 13F -574 shares

    0.43% of the 13F portfolio, value $1,177,134.

    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 31,871 shares
    Change vs previous 13F +969 shares

    0.43% of the 13F portfolio, value $1,161,837.

    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 30,902 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $1,107,638.

    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).