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Disclosery

Capital Planning LLC: MGK position timeline

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

Capital Planning LLC held 133,708 MGK shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 133,708 shares
    Change vs previous 13F -21 shares

    3.29% of the 13F portfolio, value $12,388,046.

    13F-HR 0001790688-26-000005 filed by Capital Planning LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 133,729 shares
    Change vs previous 13F +106,669 shares

    3.42% of the 13F portfolio, value $11,756,116.

    13F-HR 0001790688-26-000004 filed by Capital 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 ended2026-03-31
    13F 27,060 shares
    Change vs previous 13F +3,973 shares

    3.23% of the 13F portfolio, value $9,942,926.

    13F-HR 0001790688-26-000002 filed by Capital 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 ended2025-12-31
    13F 23,087 shares
    Change vs previous 13F +407 shares

    2.66% of the 13F portfolio, value $9,485,525.

    13F-HR 0001790688-26-000001 filed by Capital 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 ended2025-09-30
    13F 22,680 shares
    Change vs previous 13F -131 shares

    2.66% of the 13F portfolio, value $9,134,488.

    13F-HR 0001790688-25-000008 filed by Capital 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 ended2025-06-30
    13F 22,811 shares
    Change vs previous 13F -12,810 shares

    2.63% of the 13F portfolio, value $8,361,447.

    13F-HR 0001790688-25-000006 filed by Capital 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 ended2025-03-31
    13F 35,621 shares
    Change vs previous 13F -411 shares

    3.08% of the 13F portfolio, value $11,002,614.

    13F-HR 0001790688-25-000005 filed by Capital 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 ended2024-12-31
    13F 36,032 shares
    Change vs previous 13F not available

    3.25% of the 13F portfolio, value $12,373,749.

    13F-HR 0001790688-25-000001 filed by Capital Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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