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McCarthy & Cox: MFSG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of McCarthy & Cox on MFSG, newest first. How the timeline and the estimate are built.

McCarthy & Cox held 28,674 MFSG shares at 2025-12-31 per its 13F-HR filed 2026-01-23.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 28,674 shares
    Change vs previous 13F -1,961,110 shares

    9.84% of the 13F portfolio, value $811,584.

    13F-HR 0002020726-26-000001 filed by McCarthy & Cox
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F 1,989,784 shares
    Change vs previous 13F +177,818 shares

    12.78% of the 13F portfolio, value $56,012,433.

    13F-HR 0001085146-25-005934 filed by McCarthy & Cox
    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 1,811,966 shares
    Change vs previous 13F +930,136 shares

    12.58% of the 13F portfolio, value $48,035,219.

    13F-HR 0001085146-25-003867 filed by McCarthy & Cox
    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 881,830 shares
    Change vs previous 13F +866,362 shares

    8.64% of the 13F portfolio, value $19,832,357.

    13F-HR 0001085146-25-002083 filed by McCarthy & Cox
    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 15,468 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $382,630.

    13F-HR 0001085146-25-000278 filed by McCarthy & Cox
    Filed (acceptance time not in the bulk data set), ingested

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