Skip to content
Disclosery

MGB Wealth Management, LLC: XEVTX position timeline

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

MGB Wealth Management, LLC held 11,467 XEVTX 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 11,467 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $288,739.

    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 11,467 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $280,368.

    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 11,467 shares
    Change vs previous 13F -6,467 shares

    0.09% of the 13F portfolio, value $276,355.

    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 17,934 shares
    Change vs previous 13F +8,967 shares

    0.15% of the 13F portfolio, value $424,318.

    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 8,967 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $215,656.

    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 8,967 shares
    Change vs previous 13F -2,400 shares

    0.08% of the 13F portfolio, value $221,395.

    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 11,367 shares
    Change vs previous 13F +400 shares

    0.1% of the 13F portfolio, value $270,307.

    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 10,967 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $258,821.

    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).