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Disclosery

Erickson Financial Group, LLC: MGK position timeline

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

Erickson Financial Group, LLC held 320,460 MGK shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 320,460 shares
    Change vs previous 13F +246,439 shares

    15.1% of the 13F portfolio, value $28,171,639.

    13F-HR 0001951757-26-001068 filed by Erickson Financial Group, 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 74,021 shares
    Change vs previous 13F +2,073 shares

    17.04% of the 13F portfolio, value $27,198,276.

    13F-HR 0001951757-26-000542 filed by Erickson Financial Group, 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 71,948 shares
    Change vs previous 13F -2,541 shares

    18.24% of the 13F portfolio, value $29,697,976.

    13F-HR 0001951757-26-000237 filed by Erickson Financial Group, 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 74,489 shares
    Change vs previous 13F -58 shares

    18.83% of the 13F portfolio, value $29,975,863.

    13F-HR 0001951757-25-001223 filed by Erickson Financial Group, 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 74,547 shares
    Change vs previous 13F -8,776 shares

    18.44% of the 13F portfolio, value $27,296,875.

    13F-HR 0001951757-25-001069 filed by Erickson Financial Group, 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 83,323 shares
    Change vs previous 13F -983 shares

    19.21% of the 13F portfolio, value $25,736,808.

    13F-HR 0001951757-25-000366 filed by Erickson Financial Group, 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 84,306 shares
    Change vs previous 13F -934 shares

    20.61% of the 13F portfolio, value $28,951,523.

    13F-HR 0001951757-25-000155 filed by Erickson Financial Group, 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 85,240 shares
    Change vs previous 13F not available

    19.66% of the 13F portfolio, value $27,443,018.

    13F-HR 0001951757-24-001191 filed by Erickson Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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