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Institute for Wealth Management, LLC.: MGK position timeline

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

Institute for Wealth Management, LLC. held 1,595 MGK shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,595 shares
    Change vs previous 13F -2,079 shares

    0.01% of the 13F portfolio, value $140,248.

    13F-HR 0001754960-26-000654 filed by Institute for Wealth 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 3,674 shares
    Change vs previous 13F +603 shares

    0.14% of the 13F portfolio, value $1,349,933.

    13F-HR 0001754960-26-000382 filed by Institute for Wealth 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 3,071 shares
    Change vs previous 13F +172 shares

    0.13% of the 13F portfolio, value $1,267,778.

    13F-HR 0002085853-26-000093 filed by Institute for Wealth 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 2,899 shares
    Change vs previous 13F +266 shares

    0.12% of the 13F portfolio, value $1,166,485.

    13F-HR 0002085853-25-000109 filed by Institute for Wealth 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 2,633 shares
    Change vs previous 13F -76 shares

    0.11% of the 13F portfolio, value $964,155.

    13F-HR 0001667731-25-000874 filed by Institute for Wealth 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 2,709 shares
    Change vs previous 13F -278 shares

    0.11% of the 13F portfolio, value $836,762.

    13F-HR 0001667731-25-000461 filed by Institute for Wealth 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 2,987 shares
    Change vs previous 13F +613 shares

    0.13% of the 13F portfolio, value $1,025,813.

    13F-HR 0001667731-25-000105 filed by Institute for Wealth 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 2,374 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $764,184.

    13F-HR 0001533954-24-000005 filed by Institute for Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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