MGB Wealth Management, LLC
Holdings in MAIN
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $3,333,407 | 55,198 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $3,384,768 | 53,228 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $2,957,541 | 50,043 | Shares | Sole | 2025-08-14 |
| 2025-03-31 | $5,405,212 | 95,566 | Shares | Sole | 2025-05-09 |
| 2024-12-31 | $2,774,290 | 47,359 | Shares | Sole | 2025-01-29 |
| 2024-09-30 | $2,148,950 | 42,859 | Shares | Sole | 2024-11-12 |
| 2024-06-30 | $2,105,887 | 41,709 | Shares | Sole | 2024-08-12 |
| 2024-03-31 | $1,966,156 | 41,559 | Shares | Sole | 2024-05-06 |
| 2023-12-31 | $1,764,605 | 40,819 | Shares | Sole | 2024-04-23 |