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MGB Wealth Management, LLC: XSD position timeline

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

MGB Wealth Management, LLC held 31,571 XSD 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 31,571 shares
    Change vs previous 13F -3 shares

    2.91% of the 13F portfolio, value $10,157,545.

    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 31,574 shares
    Change vs previous 13F -468 shares

    2.85% of the 13F portfolio, value $10,072,166.

    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 32,042 shares
    Change vs previous 13F -510 shares

    2.71% of the 13F portfolio, value $8,218,293.

    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 32,552 shares
    Change vs previous 13F -442 shares

    2.36% of the 13F portfolio, value $6,537,713.

    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 32,994 shares
    Change vs previous 13F +4,097 shares

    2.55% of the 13F portfolio, value $8,201,168.

    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 28,897 shares
    Change vs previous 13F -1,717 shares

    2.54% of the 13F portfolio, value $6,947,353.

    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 30,614 shares
    Change vs previous 13F -85 shares

    3.04% of the 13F portfolio, value $8,134,920.

    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 30,699 shares
    Change vs previous 13F not available

    2.89% of the 13F portfolio, value $7,123,404.

    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).