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Disclosery

MGB Wealth Management, LLC: V position timeline

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

MGB Wealth Management, LLC held 6,280 V 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 6,280 shares
    Change vs previous 13F +147 shares

    0.63% of the 13F portfolio, value $2,205,555.

    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 6,133 shares
    Change vs previous 13F -144 shares

    0.59% of the 13F portfolio, value $2,091,903.

    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 6,277 shares
    Change vs previous 13F -200 shares

    0.73% of the 13F portfolio, value $2,216,831.

    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 6,477 shares
    Change vs previous 13F +703 shares

    0.82% of the 13F portfolio, value $2,255,965.

    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 5,774 shares
    Change vs previous 13F +305 shares

    0.57% of the 13F portfolio, value $1,823,527.

    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 5,469 shares
    Change vs previous 13F -1,038 shares

    0.55% of the 13F portfolio, value $1,504,031.

    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 6,507 shares
    Change vs previous 13F +323 shares

    0.64% of the 13F portfolio, value $1,721,517.

    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 6,184 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $1,725,777.

    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).