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Disclosery

9258 Wealth Management, LLC: MGK position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 9258 Wealth Management, LLC on MGK, newest first. How the timeline and the estimate are built.

9258 Wealth Management, LLC held 20,358 MGK shares at 2024-09-30 per its 13F-HR filed 2024-11-12.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 20,358 shares
    Change vs previous 13F +7 shares

    0.97% of the 13F portfolio, value $6,554,258.

    13F-HR 0001765380-24-000439 filed by 9258 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 ended2024-06-30
    13F 20,351 shares
    Change vs previous 13F +20 shares

    0.98% of the 13F portfolio, value $6,394,488.

    13F-HR 0001765380-24-000258 filed by 9258 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 ended2024-03-31
    13F 20,331 shares
    Change vs previous 13F +90 shares

    0.91% of the 13F portfolio, value $5,827,068.

    13F-HR 0001765380-24-000182 filed by 9258 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 ended2023-12-31
    13F/A 20,241 shares
    Change vs previous 13F -30 shares

    0.92% of the 13F portfolio, value $5,252,742.

    13F-HR/A 0001765380-24-000083 filed by 9258 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 ended2023-09-30
    13F 20,271 shares
    Change vs previous 13F -215 shares

    0.89% of the 13F portfolio, value $4,599,490.

    13F-HR 0001765380-23-000219 filed by 9258 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 ended2023-06-30
    13F 20,486 shares
    Change vs previous 13F -540 shares

    0.91% of the 13F portfolio, value $4,820,766.

    13F-HR 0001765380-23-000157 filed by 9258 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 ended2023-03-31
    13F 21,026 shares
    Change vs previous 13F -250 shares

    0.87% of the 13F portfolio, value $4,300,027.

    13F-HR 0001765380-23-000081 filed by 9258 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 ended2022-12-31
    13F 21,276 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $3,660,961.

    13F-HR 0001765380-23-000003 filed by 9258 Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).