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Disclosery

MGB Wealth Management, LLC: VRP position timeline

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

MGB Wealth Management, LLC held 31,031 VRP 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 31,031 shares
    Change vs previous 13F +8,912 shares

    0.22% of the 13F portfolio, value $755,190.

    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 22,119 shares
    Change vs previous 13F +39 shares

    0.15% of the 13F portfolio, value $546,343.

    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 22,080 shares
    Change vs previous 13F +3,021 shares

    0.18% of the 13F portfolio, value $539,597.

    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 19,059 shares
    Change vs previous 13F +10,934 shares

    0.17% of the 13F portfolio, value $462,068.

    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 8,125 shares
    Change vs previous 13F +15 shares

    0.06% of the 13F portfolio, value $196,547.

    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 8,110 shares
    Change vs previous 13F +11 shares

    0.07% of the 13F portfolio, value $198,379.

    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 8,099 shares
    Change vs previous 13F +162 shares

    0.07% of the 13F portfolio, value $195,500.

    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 7,937 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $188,671.

    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).