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Cassaday & Co Wealth Management LLC: MGK position timeline

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

Cassaday & Co Wealth Management LLC held 18,830,638 MGK shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,830,638 shares
    Change vs previous 13F +15,111,270 shares

    31.09% of the 13F portfolio, value $1,655,401,379.

    13F-HR 0001963612-26-000004 filed by Cassaday & Co Wealth Management 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 3,719,368 shares
    Change vs previous 13F +48,165 shares

    29.11% of the 13F portfolio, value $1,366,644,683.

    13F-HR 0001963612-26-000002 filed by Cassaday & Co Wealth Management 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 3,671,203 shares
    Change vs previous 13F -48,013 shares

    31.93% of the 13F portfolio, value $1,515,362,664.

    13F-HR 0001963612-26-000001 filed by Cassaday & Co Wealth Management 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 3,719,216 shares
    Change vs previous 13F -18,125 shares

    34.5% of the 13F portfolio, value $1,496,687,066.

    13F-HR 0001963612-25-000002 filed by Cassaday & Co Wealth Management 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 3,737,341 shares
    Change vs previous 13F +211,907 shares

    34.25% of the 13F portfolio, value $1,368,502,168.

    13F-HR 0001765380-25-000286 filed by Cassaday & Co Wealth Management 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 3,525,434 shares
    Change vs previous 13F -51,862 shares

    30.62% of the 13F portfolio, value $1,088,936,035.

    13F-HR 0001765380-25-000163 filed by Cassaday & Co Wealth Management 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 3,577,296 shares
    Change vs previous 13F +2,947 shares

    33.52% of the 13F portfolio, value $1,228,479,219.

    13F-HR 0001765380-25-000031 filed by Cassaday & Co Wealth Management 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 3,574,349 shares
    Change vs previous 13F not available

    32.54% of the 13F portfolio, value $1,150,761,593.

    13F-HR 0001765380-24-000408 filed by Cassaday & Co Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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