Skip to content
Disclosery

MGB Wealth Management, LLC: VLO position timeline

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

MGB Wealth Management, LLC held 9,831 VLO 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 9,831 shares
    Change vs previous 13F +356 shares

    0.46% of the 13F portfolio, value $1,601,619.

    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 9,475 shares
    Change vs previous 13F -100 shares

    0.46% of the 13F portfolio, value $1,614,342.

    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 9,575 shares
    Change vs previous 13F 0 shares

    0.42% of the 13F portfolio, value $1,287,234.

    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 9,575 shares
    Change vs previous 13F 0 shares

    0.46% of the 13F portfolio, value $1,264,216.

    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 9,575 shares
    Change vs previous 13F -160 shares

    0.36% of the 13F portfolio, value $1,171,999.

    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 9,735 shares
    Change vs previous 13F -3,100 shares

    0.48% of the 13F portfolio, value $1,315,081.

    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 12,835 shares
    Change vs previous 13F +310 shares

    0.71% of the 13F portfolio, value $1,897,785.

    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 12,525 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $2,136,164.

    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).