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MGB Wealth Management, LLC: WMT position timeline

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

MGB Wealth Management, LLC held 39,796 WMT 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 39,796 shares
    Change vs previous 13F +1,052 shares

    1.27% of the 13F portfolio, value $4,434,053.

    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 38,744 shares
    Change vs previous 13F +728 shares

    1.13% of the 13F portfolio, value $3,993,026.

    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 38,016 shares
    Change vs previous 13F +2,473 shares

    1.22% of the 13F portfolio, value $3,716,330.

    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 35,543 shares
    Change vs previous 13F +1,917 shares

    1.13% of the 13F portfolio, value $3,111,347.

    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 33,626 shares
    Change vs previous 13F +1,274 shares

    0.94% of the 13F portfolio, value $3,038,798.

    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 32,352 shares
    Change vs previous 13F 0 shares

    0.95% of the 13F portfolio, value $2,610,215.

    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 32,352 shares
    Change vs previous 13F 0 shares

    0.84% of the 13F portfolio, value $2,243,214.

    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 32,352 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $1,948,473.

    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).