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Disclosery

MGB Wealth Management, LLC: UTF position timeline

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

MGB Wealth Management, LLC held 18,965 UTF 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 18,965 shares
    Change vs previous 13F -2,479 shares

    0.13% of the 13F portfolio, value $457,243.

    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 21,444 shares
    Change vs previous 13F -248 shares

    0.15% of the 13F portfolio, value $531,812.

    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 21,692 shares
    Change vs previous 13F -20,672 shares

    0.19% of the 13F portfolio, value $584,608.

    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 42,364 shares
    Change vs previous 13F +21,688 shares

    0.38% of the 13F portfolio, value $1,051,172.

    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 20,676 shares
    Change vs previous 13F +975 shares

    0.15% of the 13F portfolio, value $497,051.

    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 19,701 shares
    Change vs previous 13F +1,480 shares

    0.19% of the 13F portfolio, value $512,817.

    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 18,221 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $433,842.

    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 18,221 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $429,469.

    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).