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MGB Wealth Management, LLC: SPY position timeline

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

MGB Wealth Management, LLC held 17,310 SPY 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 17,310 shares
    Change vs previous 13F +1,779 shares

    3.38% of the 13F portfolio, value $11,827,049.

    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 15,531 shares
    Change vs previous 13F -782 shares

    2.92% of the 13F portfolio, value $10,335,111.

    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 16,313 shares
    Change vs previous 13F +2,671 shares

    3.31% of the 13F portfolio, value $10,060,307.

    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 13,642 shares
    Change vs previous 13F +1,449 shares

    2.75% of the 13F portfolio, value $7,606,199.

    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 12,193 shares
    Change vs previous 13F +254 shares

    2.22% of the 13F portfolio, value $7,159,053.

    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 11,939 shares
    Change vs previous 13F -70 shares

    2.5% of the 13F portfolio, value $6,836,159.

    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 12,009 shares
    Change vs previous 13F +394 shares

    2.51% of the 13F portfolio, value $6,703,190.

    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 11,615 shares
    Change vs previous 13F not available

    2.47% of the 13F portfolio, value $6,075,658.

    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).