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Disclosery

MGB Wealth Management, LLC: USMV position timeline

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

MGB Wealth Management, LLC held 25,037 USMV 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 25,037 shares
    Change vs previous 13F +21 shares

    0.67% of the 13F portfolio, value $2,359,404.

    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 25,016 shares
    Change vs previous 13F +8 shares

    0.67% of the 13F portfolio, value $2,378,822.

    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 25,008 shares
    Change vs previous 13F -287 shares

    0.77% of the 13F portfolio, value $2,345,026.

    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 25,295 shares
    Change vs previous 13F -2 shares

    0.86% of the 13F portfolio, value $2,364,723.

    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 25,297 shares
    Change vs previous 13F 0 shares

    0.7% of the 13F portfolio, value $2,245,788.

    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 25,297 shares
    Change vs previous 13F -680 shares

    0.84% of the 13F portfolio, value $2,308,729.

    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 25,977 shares
    Change vs previous 13F -595 shares

    0.83% of the 13F portfolio, value $2,222,152.

    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 26,572 shares
    Change vs previous 13F not available

    0.9% of the 13F portfolio, value $2,220,538.

    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).