MGB Wealth Management, LLC
Holdings in BDJ
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $539,118 | 56,869 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $518,076 | 56,869 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $447,780 | 50,369 | Shares | Sole | 2025-08-14 |
| 2025-03-31 | $823,346 | 95,738 | Shares | Sole | 2025-05-09 |
| 2024-12-31 | $396,355 | 47,869 | Shares | Sole | 2025-01-29 |
| 2024-09-30 | $414,066 | 47,869 | Shares | Sole | 2024-11-12 |
| 2024-06-30 | $421,008 | 51,531 | Shares | Sole | 2024-08-12 |
| 2024-03-31 | $425,130 | 51,531 | Shares | Sole | 2024-05-06 |
| 2023-12-31 | $396,273 | 51,531 | Shares | Sole | 2024-04-23 |