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MGB Wealth Management, LLC: URA position timeline

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

MGB Wealth Management, LLC held 16,672 URA 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 16,672 shares
    Change vs previous 13F +500 shares

    0.2% of the 13F portfolio, value $712,402.

    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 16,172 shares
    Change vs previous 13F +826 shares

    0.22% of the 13F portfolio, value $770,927.

    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 15,346 shares
    Change vs previous 13F +1,000 shares

    0.2% of the 13F portfolio, value $595,585.

    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 14,346 shares
    Change vs previous 13F -7,512 shares

    0.12% of the 13F portfolio, value $328,814.

    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 21,858 shares
    Change vs previous 13F -4,567 shares

    0.18% of the 13F portfolio, value $585,360.

    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 26,425 shares
    Change vs previous 13F -200 shares

    0.28% of the 13F portfolio, value $756,022.

    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 26,625 shares
    Change vs previous 13F +3,630 shares

    0.31% of the 13F portfolio, value $830,522.

    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 22,995 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $661,763.

    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).