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CAPTRUST FINANCIAL ADVISORS: MGV position timeline

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

CAPTRUST FINANCIAL ADVISORS held 59,778 MGV shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 59,778 shares
    Change vs previous 13F -1,344 shares

    0.01% of the 13F portfolio, value $9,770,646.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL 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 61,122 shares
    Change vs previous 13F +15,332 shares

    0.02% of the 13F portfolio, value $8,859,648.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL 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 45,790 shares
    Change vs previous 13F -772 shares

    0.01% of the 13F portfolio, value $6,463,756.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL 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 46,562 shares
    Change vs previous 13F +205 shares

    0.01% of the 13F portfolio, value $6,413,446.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL 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 46,357 shares
    Change vs previous 13F -521 shares

    0.01% of the 13F portfolio, value $6,081,991.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL 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 46,878 shares
    Change vs previous 13F +1,090 shares

    0.02% of the 13F portfolio, value $6,039,715.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL 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 45,788 shares
    Change vs previous 13F -1,021 shares

    0.02% of the 13F portfolio, value $5,719,411.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL 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 46,809 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $6,004,598.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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