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Avidian Wealth Enterprises, LLC: MGK position timeline

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

Avidian Wealth Enterprises, LLC held 61,352 MGK shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 61,352 shares
    Change vs previous 13F -2,409 shares

    0.16% of the 13F portfolio, value $5,684,304.

    13F-HR 0002085853-26-001121 filed by Avidian Wealth Enterprises, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 63,761 shares
    Change vs previous 13F +50,896 shares

    0.16% of the 13F portfolio, value $5,605,241.

    13F-HR 0002085853-26-000851 filed by Avidian Wealth Enterprises, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 12,865 shares
    Change vs previous 13F -19 shares

    0.15% of the 13F portfolio, value $4,726,995.

    13F-HR 0001471474-26-000005 filed by Avidian Wealth Enterprises, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 12,884 shares
    Change vs previous 13F -33 shares

    0.19% of the 13F portfolio, value $5,318,075.

    13F-HR 0002085853-26-000161 filed by Avidian Wealth Enterprises, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 12,917 shares
    Change vs previous 13F -6,767 shares

    0.2% of the 13F portfolio, value $5,197,924.

    13F-HR 0002085853-25-000195 filed by Avidian Wealth Enterprises, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 19,684 shares
    Change vs previous 13F -5 shares

    0.29% of the 13F portfolio, value $7,207,585.

    13F-HR 0001667731-25-001007 filed by Avidian Wealth Enterprises, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 19,689 shares
    Change vs previous 13F -199 shares

    0.27% of the 13F portfolio, value $6,081,450.

    13F-HR 0001667731-25-000528 filed by Avidian Wealth Enterprises, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 19,888 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $6,829,898.

    13F-HR 0001667731-25-000150 filed by Avidian Wealth Enterprises, LLC
    Filed (acceptance time not in the bulk data set), ingested

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