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MGB Wealth Management, LLC: VTV position timeline

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

MGB Wealth Management, LLC held 13,247 VTV 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 13,247 shares
    Change vs previous 13F +5,546 shares

    0.72% of the 13F portfolio, value $2,531,702.

    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 7,701 shares
    Change vs previous 13F +854 shares

    0.41% of the 13F portfolio, value $1,435,428.

    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 6,847 shares
    Change vs previous 13F -294 shares

    0.4% of the 13F portfolio, value $1,209,994.

    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 7,141 shares
    Change vs previous 13F +4,135 shares

    0.45% of the 13F portfolio, value $1,231,590.

    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 3,006 shares
    Change vs previous 13F +1,206 shares

    0.16% of the 13F portfolio, value $508,916.

    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 1,800 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $314,226.

    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).