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Disclosery

Falcon Wealth Planning: MGK position timeline

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

Falcon Wealth Planning held 1,198,494 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 1,198,494 shares
    Change vs previous 13F +964,757 shares

    6.67% of the 13F portfolio, value $105,359,603.

    13F-HR 0002085853-26-000706 filed by Falcon Wealth Planning
    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 233,737 shares
    Change vs previous 13F +13,253 shares

    5.85% of the 13F portfolio, value $85,884,480.

    13F-HR 0002085853-26-000431 filed by Falcon Wealth Planning
    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 220,484 shares
    Change vs previous 13F +1,986 shares

    7.66% of the 13F portfolio, value $91,009,323.

    13F-HR 0002085853-26-000176 filed by Falcon Wealth Planning
    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 218,498 shares
    Change vs previous 13F +3,992 shares

    7.91% of the 13F portfolio, value $87,928,063.

    13F-HR 0002085853-25-000058 filed by Falcon Wealth Planning
    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 214,506 shares
    Change vs previous 13F +13,526 shares

    7.94% of the 13F portfolio, value $78,545,792.

    13F-HR 0001667731-25-000845 filed by Falcon Wealth Planning
    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 200,980 shares
    Change vs previous 13F +25,094 shares

    6.9% of the 13F portfolio, value $62,078,759.

    13F-HR 0001667731-25-000517 filed by Falcon Wealth Planning
    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 175,886 shares
    Change vs previous 13F +7,928 shares

    6.73% of the 13F portfolio, value $60,401,182.

    13F-HR 0001667731-25-000090 filed by Falcon Wealth Planning
    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 167,958 shares
    Change vs previous 13F not available

    6.35% of the 13F portfolio, value $54,074,071.

    13F-HR 0001839850-24-000004 filed by Falcon Wealth Planning
    Filed (acceptance time not in the bulk data set), ingested

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