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EP Wealth Advisors, LLC: MGK position timeline

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

EP Wealth Advisors, LLC held 411,595 MGK shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 411,595 shares
    Change vs previous 13F +331,022 shares

    0.14% of the 13F portfolio, value $36,183,296.

    13F-HR 0001398344-26-014114 filed by EP Wealth Advisors, 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 80,573 shares
    Change vs previous 13F +713 shares

    0.15% of the 13F portfolio, value $29,605,676.

    13F-HR 0001398344-26-009125 filed by EP Wealth Advisors, 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 79,860 shares
    Change vs previous 13F -647 shares

    0.17% of the 13F portfolio, value $32,963,705.

    13F-HR 0001398344-26-003327 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 80,507 shares
    Change vs previous 13F -429 shares

    0.19% of the 13F portfolio, value $29,479,416.

    13F-HR 0001398344-25-015642 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 80,936 shares
    Change vs previous 13F -530 shares

    0.2% of the 13F portfolio, value $24,999,653.

    13F-HR 0001398344-25-009656 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 81,466 shares
    Change vs previous 13F -615 shares

    0.23% of the 13F portfolio, value $27,976,256.

    13F-HR 0001398344-25-002748 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 82,081 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $26,425,880.

    13F-HR 0001398344-24-020942 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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