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Disclosery

M3 Advisory Group, LLC: MSCI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of M3 Advisory Group, LLC on MSCI, newest first. How the timeline and the estimate are built.

M3 Advisory Group, LLC held 0 MSCI shares at 2025-12-31 per its 13F-HR filed 2026-01-16.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -372 shares

    13F-HR 0001951757-26-000209 filed by M3 Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 372 shares
    Change vs previous 13F -17 shares

    0.13% of the 13F portfolio, value $211,333.

    13F-HR 0001951757-25-001363 filed by M3 Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 389 shares
    Change vs previous 13F -12 shares

    0.16% of the 13F portfolio, value $224,404.

    13F-HR 0001951757-25-000967 filed by M3 Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 401 shares
    Change vs previous 13F +22 shares

    0.18% of the 13F portfolio, value $226,594.

    13F-HR 0001951757-25-000419 filed by M3 Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 379 shares
    Change vs previous 13F +1 shares

    0.16% of the 13F portfolio, value $227,541.

    13F-HR 0001951757-25-000083 filed by M3 Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 378 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $220,268.

    13F-HR 0001951757-24-001062 filed by M3 Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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