Bernardo Wealth Planning LLC: MGV position timeline

Bernardo Wealth Planning LLC held 187,389 MGV 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 187,389 shares

   Change vs previous 13F -24,458 shares

   5.23% of the 13F portfolio, value $30,628,811.

   13F-HR 0001765595-26-000003 filed by Bernardo Wealth Planning LLC
   Filed 2026-07-27 (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 211,847 shares

   Change vs previous 13F -8,633 shares

   6.01% of the 13F portfolio, value $30,707,178.

   13F-HR 0001765595-26-000002 filed by Bernardo Wealth Planning LLC
   Filed 2026-04-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 220,480 shares

   Change vs previous 13F -499 shares

   5.93% of the 13F portfolio, value $31,122,920.

   13F-HR 0001765595-26-000001 filed by Bernardo Wealth Planning LLC
   Filed 2026-01-26 (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 220,979 shares

   Change vs previous 13F -15,729 shares

   5.97% of the 13F portfolio, value $30,437,640.

   13F-HR 0001765595-25-000007 filed by Bernardo Wealth Planning LLC
   Filed 2025-10-22 (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 236,708 shares

   Change vs previous 13F -1,368 shares

   6.74% of the 13F portfolio, value $31,056,000.

   13F-HR 0001765595-25-000006 filed by Bernardo Wealth Planning LLC
   Filed 2025-08-13 (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).

6. period ended2025-03-31

   13F/A 238,076 shares

   Change vs previous 13F +3,360 shares

   7.34% of the 13F portfolio, value $30,674,000.

   13F-HR/A 0001765595-25-000004 filed by Bernardo Wealth Planning LLC
   Filed 2025-04-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 234,716 shares

   Change vs previous 13F +5,664 shares

   6.94% of the 13F portfolio, value $29,013,189.

   13F-HR 0001765595-25-000001 filed by Bernardo Wealth Planning LLC
   Filed 2025-01-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 229,052 shares

   Change vs previous 13F not available

   7.26% of the 13F portfolio, value $29,944,000.

   13F-HR 0001765595-24-000005 filed by Bernardo Wealth Planning LLC
   Filed 2024-10-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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