Skip to content
Disclosery

MGB Wealth Management, LLC: XGDVX position timeline

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

MGB Wealth Management, LLC held 8,350 XGDVX 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 8,350 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $231,880.

    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 8,350 shares
    Change vs previous 13F -200 shares

    0.06% of the 13F portfolio, value $226,536.

    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 8,550 shares
    Change vs previous 13F -8,550 shares

    0.07% of the 13F portfolio, value $222,389.

    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 17,100 shares
    Change vs previous 13F +8,550 shares

    0.15% of the 13F portfolio, value $412,801.

    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 8,550 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $206,486.

    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 8,550 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $209,051.

    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).