AllGen Financial Advisors, Inc.: MGV position timeline

AllGen Financial Advisors, Inc. held 146,457 MGV shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 146,457 shares

   Change vs previous 13F -266 shares

   5.23% of the 13F portfolio, value $23,938,453.

   13F-HR 0002085853-26-000800 filed by AllGen Financial Advisors, Inc.
   Filed 2026-07-22 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 146,723 shares

   Change vs previous 13F -16,517 shares

   5.05% of the 13F portfolio, value $21,267,503.

   13F-HR 0002085853-26-000745 filed by AllGen Financial Advisors, Inc.
   Filed 2026-07-16 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

3. period ended2025-12-31

   13F 163,240 shares

   Change vs previous 13F +6,072 shares

   5.46% of the 13F portfolio, value $23,042,890.

   13F-HR 0001705819-26-000011 filed by AllGen Financial Advisors, Inc.
   Filed 2026-01-22 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 157,168 shares

   Change vs previous 13F +16,111 shares

   5.32% of the 13F portfolio, value $21,648,372.

   13F-HR 0001705819-25-000070 filed by AllGen Financial Advisors, Inc.
   Filed 2025-10-29 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 141,057 shares

   Change vs previous 13F not available

   4.97% of the 13F portfolio, value $18,506,678.

   13F-HR 0001705819-25-000055 filed by AllGen Financial Advisors, Inc.
   Filed 2025-08-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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