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Disclosery

MGB Wealth Management, LLC: XT position timeline

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

MGB Wealth Management, LLC held 10,289 XT 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 10,289 shares
    Change vs previous 13F +230 shares

    0.21% of the 13F portfolio, value $717,872.

    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 10,059 shares
    Change vs previous 13F +500 shares

    0.2% of the 13F portfolio, value $723,352.

    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 9,559 shares
    Change vs previous 13F +5 shares

    0.21% of the 13F portfolio, value $623,598.

    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 9,554 shares
    Change vs previous 13F +100 shares

    0.2% of the 13F portfolio, value $550,130.

    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 9,454 shares
    Change vs previous 13F +34 shares

    0.18% of the 13F portfolio, value $564,170.

    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 9,420 shares
    Change vs previous 13F -3,896 shares

    0.21% of the 13F portfolio, value $573,553.

    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 13,316 shares
    Change vs previous 13F 0 shares

    0.3% of the 13F portfolio, value $812,663.

    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 13,316 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $793,998.

    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).