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Disclosery

CFC Planning Co LLC: MGV position timeline

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

CFC Planning Co LLC held 10,024 MGV shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,024 shares
    Change vs previous 13F +770 shares

    0.97% of the 13F portfolio, value $1,638,423.

    13F-HR 0001854428-26-000004 filed by CFC Planning Co 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 9,254 shares
    Change vs previous 13F +1,522 shares

    0.97% of the 13F portfolio, value $1,341,367.

    13F-HR 0001854428-26-000003 filed by CFC Planning Co 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 7,732 shares
    Change vs previous 13F +3,565 shares

    0.84% of the 13F portfolio, value $1,091,449.

    13F-HR 0001854428-26-000002 filed by CFC Planning Co 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 4,167 shares
    Change vs previous 13F +1,424 shares

    0.48% of the 13F portfolio, value $573,963.

    13F-HR 0001854428-25-000003 filed by CFC Planning Co 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 2,743 shares
    Change vs previous 13F +362 shares

    0.35% of the 13F portfolio, value $359,882.

    13F-HR 0001085146-25-004863 filed by CFC Planning Co 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 2,381 shares
    Change vs previous 13F +9 shares

    0.34% of the 13F portfolio, value $306,768.

    13F-HR/A 0001085146-25-005755 filed by CFC Planning Co 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 2,372 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $296,286.

    13F-HR 0001085146-25-000636 filed by CFC Planning Co LLC
    Filed (acceptance time not in the bulk data set), ingested

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