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Disclosery

Apriem Advisors: MGV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Apriem Advisors on MGV, newest first. How the timeline and the estimate are built.

Apriem Advisors held 349,628 MGV shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 349,628 shares
    Change vs previous 13F +34,245 shares

    4.95% of the 13F portfolio, value $57,146,697.

    13F-HR 0001172661-26-003521 filed by Apriem Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 315,383 shares
    Change vs previous 13F +62,118 shares

    4.36% of the 13F portfolio, value $45,714,766.

    13F-HR 0001172661-26-002007 filed by Apriem Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 253,265 shares
    Change vs previous 13F +5,181 shares

    3.28% of the 13F portfolio, value $35,750,887.

    13F-HR 0001172661-26-000785 filed by Apriem Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 248,084 shares
    Change vs previous 13F +23,059 shares

    3.23% of the 13F portfolio, value $34,171,090.

    13F-HR 0001172661-25-004676 filed by Apriem Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 225,025 shares
    Change vs previous 13F +90,468 shares

    3.14% of the 13F portfolio, value $29,523,280.

    13F-HR 0001172661-25-003301 filed by Apriem Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 134,557 shares
    Change vs previous 13F +72,249 shares

    2.03% of the 13F portfolio, value $17,336,324.

    13F-HR 0001172661-25-002047 filed by Apriem Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 62,308 shares
    Change vs previous 13F +22,688 shares

    0.89% of the 13F portfolio, value $7,782,892.

    13F-HR 0001172661-25-000495 filed by Apriem Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 39,620 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $5,082,454.

    13F-HR 0001172661-24-004892 filed by Apriem Advisors
    Filed (acceptance time not in the bulk data set), ingested

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