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Disclosery

GeoWealth Management, LLC: MGK position timeline

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

GeoWealth Management, LLC held 4,285 MGK shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,285 shares
    Change vs previous 13F +3,428 shares

    0.01% of the 13F portfolio, value $376,709.

    13F-HR 0001593387-26-000006 filed by GeoWealth Management, 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 857 shares
    Change vs previous 13F -503 shares

    0.01% of the 13F portfolio, value $314,956.

    13F-HR 0001593387-26-000004 filed by GeoWealth Management, 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 1,360 shares
    Change vs previous 13F +469 shares

    0.02% of the 13F portfolio, value $561,434.

    13F-HR 0001593387-26-000002 filed by GeoWealth Management, 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 891 shares
    Change vs previous 13F -15,486 shares

    0.01% of the 13F portfolio, value $358,622.

    13F-HR 0001593387-25-000007 filed by GeoWealth Management, 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 16,377 shares
    Change vs previous 13F +3,492 shares

    0.23% of the 13F portfolio, value $5,996,855.

    13F-HR 0001593387-25-000006 filed by GeoWealth Management, 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 12,885 shares
    Change vs previous 13F -40,795 shares

    0.16% of the 13F portfolio, value $3,979,994.

    13F-HR 0001593387-25-000004 filed by GeoWealth Management, 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 53,680 shares
    Change vs previous 13F +39,024 shares

    0.6% of the 13F portfolio, value $18,434,321.

    13F-HR 0001593387-25-000002 filed by GeoWealth Management, 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 14,656 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $4,718,686.

    13F-HR 0001593387-24-000007 filed by GeoWealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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