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Cypress Wealth Services, LLC: MGK position timeline

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

Cypress Wealth Services, LLC held 117,719 MGK shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 117,719 shares
    Change vs previous 13F +93,640 shares

    1.27% of the 13F portfolio, value $10,348,657.

    13F-HR 0001721527-26-000004 filed by Cypress Wealth Services, 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 24,079 shares
    Change vs previous 13F -1,059 shares

    1.25% of the 13F portfolio, value $8,847,678.

    13F-HR 0001721527-26-000003 filed by Cypress Wealth Services, 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 25,138 shares
    Change vs previous 13F -743 shares

    1.44% of the 13F portfolio, value $10,376,024.

    13F-HR 0001721527-26-000002 filed by Cypress Wealth Services, 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 25,881 shares
    Change vs previous 13F -364 shares

    1.71% of the 13F portfolio, value $10,415,006.

    13F-HR 0001721527-25-000004 filed by Cypress Wealth Services, 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 26,245 shares
    Change vs previous 13F -660 shares

    1.72% of the 13F portfolio, value $9,610,254.

    13F-HR 0001085146-25-004189 filed by Cypress Wealth Services, 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 26,905 shares
    Change vs previous 13F -652 shares

    1.69% of the 13F portfolio, value $8,310,475.

    13F-HR 0001085146-25-002032 filed by Cypress Wealth Services, 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 27,557 shares
    Change vs previous 13F -1,227 shares

    1.9% of the 13F portfolio, value $9,463,343.

    13F-HR 0001085146-25-000207 filed by Cypress Wealth Services, 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 28,784 shares
    Change vs previous 13F not available

    1.92% of the 13F portfolio, value $9,266,989.

    13F-HR 0001085146-24-004713 filed by Cypress Wealth Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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