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Gen-Wealth Partners Inc: MKC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Gen-Wealth Partners Inc on MKC, newest first. How the timeline and the estimate are built.

Gen-Wealth Partners Inc held 4,814 MKC shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,814 shares
    Change vs previous 13F -4,495 shares

    0.07% of the 13F portfolio, value $242,731.

    13F-HR 0002023375-26-000003 filed by Gen-Wealth Partners Inc
    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 9,309 shares
    Change vs previous 13F -1,190 shares

    0.15% of the 13F portfolio, value $469,530.

    13F-HR 0002023375-26-000002 filed by Gen-Wealth Partners Inc
    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 10,499 shares
    Change vs previous 13F -7,813 shares

    0.23% of the 13F portfolio, value $715,109.

    13F-HR 0002023375-26-000001 filed by Gen-Wealth Partners Inc
    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 18,312 shares
    Change vs previous 13F +125 shares

    0.41% of the 13F portfolio, value $1,225,278.

    13F-HR 0002023375-25-000006 filed by Gen-Wealth Partners Inc
    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 18,187 shares
    Change vs previous 13F +323 shares

    0.53% of the 13F portfolio, value $1,378,945.

    13F-HR 0002023375-25-000003 filed by Gen-Wealth Partners Inc
    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 17,864 shares
    Change vs previous 13F +680 shares

    0.61% of the 13F portfolio, value $1,470,358.

    13F-HR 0002023375-25-000002 filed by Gen-Wealth Partners Inc
    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 17,184 shares
    Change vs previous 13F +2,901 shares

    0.56% of the 13F portfolio, value $1,310,101.

    13F-HR 0002023375-25-000001 filed by Gen-Wealth Partners Inc
    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 14,283 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $1,113,222.

    13F-HR 0002023375-24-000005 filed by Gen-Wealth Partners Inc
    Filed (acceptance time not in the bulk data set), ingested

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