HB Wealth Management, LLC: MGK position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HB Wealth Management, LLC on MGK, newest first. How the timeline and the estimate are built.
HB Wealth Management, LLC held 379,143 MGK shares at 2026-06-30 per its 13F-HR filed 2026-07-29.
the latest 13F is the newest step
- period ended2026-06-3013F 379,143 sharesChange vs previous 13F +303,479 shares
0.19% of the 13F portfolio, value $33,330,528.
13F-HR 0001172661-26-002920 filed by HB Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 75,664 sharesChange vs previous 13F +587 shares
0.18% of the 13F portfolio, value $27,802,119.
13F-HR 0001172661-26-001543 filed by HB Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 75,077 sharesChange vs previous 13F -176 shares
0.2% of the 13F portfolio, value $30,989,689.
13F-HR 0001172661-26-000353 filed by HB Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 75,253 sharesChange vs previous 13F -120 shares
0.21% of the 13F portfolio, value $30,283,521.
13F-HR 0001172661-25-004398 filed by HB Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 75,373 sharesChange vs previous 13F -125 shares
0.22% of the 13F portfolio, value $27,599,514.
13F-HR 0001172661-25-002644 filed by HB Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 75,498 sharesChange vs previous 13F +2,245 shares
0.2% of the 13F portfolio, value $23,319,976.
13F-HR 0001172661-25-001594 filed by HB Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 73,253 sharesChange vs previous 13F +6,849 shares
0.26% of the 13F portfolio, value $25,156,029.
13F-HR 0001172661-25-000193 filed by HB Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 66,404 sharesChange vs previous 13F not available
0.23% of the 13F portfolio, value $21,378,805.
13F-HR 0001172661-24-004257 filed by HB Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).