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Disclosery

Bernardo Wealth Planning LLC: MGK position timeline

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

Bernardo Wealth Planning LLC held 490,460 MGK shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 490,460 shares
    Change vs previous 13F +386,504 shares

    7.37% of the 13F portfolio, value $43,116,335.

    13F-HR 0001765595-26-000003 filed by Bernardo Wealth Planning LLC
    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 103,956 shares
    Change vs previous 13F -3,398 shares

    7.48% of the 13F portfolio, value $38,197,560.

    13F-HR 0001765595-26-000002 filed by Bernardo Wealth Planning LLC
    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 107,354 shares
    Change vs previous 13F -1,508 shares

    8.44% of the 13F portfolio, value $44,312,510.

    13F-HR 0001765595-26-000001 filed by Bernardo Wealth Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 108,862 shares
    Change vs previous 13F -13,486 shares

    8.59% of the 13F portfolio, value $43,808,403.

    13F-HR 0001765595-25-000007 filed by Bernardo Wealth Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 122,348 shares
    Change vs previous 13F +2,448 shares

    9.73% of the 13F portfolio, value $44,800,000.

    13F-HR 0001765595-25-000006 filed by Bernardo Wealth Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F/A 119,900 shares
    Change vs previous 13F +900 shares

    8.86% of the 13F portfolio, value $37,035,000.

    13F-HR/A 0001765595-25-000004 filed by Bernardo Wealth Planning LLC
    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 119,000 shares
    Change vs previous 13F -2,435 shares

    9.69% of the 13F portfolio, value $40,490,996.

    13F-HR 0001765595-25-000001 filed by Bernardo Wealth Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 121,435 shares
    Change vs previous 13F not available

    9.59% of the 13F portfolio, value $39,550,000.

    13F-HR 0001765595-24-000005 filed by Bernardo Wealth Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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