MGB Wealth Management, LLC
- SEC CIK
- 0002015822
- Latest filing
- Feb 17, 2026
V holding history
Visa Inc. in every 13F filed by MGB Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
V overviewAll 13F holders of VFull Q4 2025 holdings
- Shares (Q4 2025)
- 6,280
- Value
- $2.21M
- % of portfolio
- 0.6%
- Quarters held
- 9
- Since Q4 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2025 | 6,280 | $2.21M | 0.6% | +147+2.4% | Added | Holders |
| Q3 2025 | 6,133 | $2.09M | 0.6% | −144−2.3% | Reduced | Holders |
| Q2 2025 | 6,277 | $2.22M | 0.7% | −200−3.1% | Reduced | Holders |
| Q1 2025 | 6,477 | $2.26M | 0.8% | +703+12.2% | Added | Holders |
| Q4 2024 | 5,774 | $1.82M | 0.6% | +305+5.6% | Added | Holders |
| Q3 2024 | 5,469 | $1.50M | 0.5% | −1,038−16.0% | Reduced | Holders |
| Q2 2024 | 6,507 | $1.72M | 0.6% | +323+5.2% | Added | Holders |
| Q1 2024 | 6,184 | $1.73M | 0.7% | 00.0% | Unchanged | Holders |
| Q4 2023 | 6,184 | $1.61M | 0.8% | – | No prior filing | Holders |