PFG Private Wealth Management, LLC: MGV position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PFG Private Wealth Management, LLC on MGV, newest first. How the timeline and the estimate are built.
PFG Private Wealth Management, LLC held 65,983 MGV shares at 2026-06-30 per its 13F-HR filed 2026-07-23.
the latest 13F is the newest step
- period ended2026-06-3013F 65,983 sharesChange vs previous 13F -8,626 shares
4.67% of the 13F portfolio, value $10,784,983.
13F-HR 0001799957-26-000005 filed by PFG Private 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 74,609 sharesChange vs previous 13F +24,790 shares
4.59% of the 13F portfolio, value $10,814,579.
13F-HR 0001799957-26-000002 filed by PFG Private 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 49,819 sharesChange vs previous 13F +49,819 shares
3.08% of the 13F portfolio, value $7,032,394.
13F-HR 0001799957-26-000001 filed by PFG Private 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 0 sharesChange vs previous 13F -43,725 shares
13F-HR 0001799957-25-000007 filed by PFG Private Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-06-3013F 43,725 sharesChange vs previous 13F +732 shares
2.95% of the 13F portfolio, value $5,736,769.
13F-HR 0001799957-25-000005 filed by PFG Private 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 42,993 sharesChange vs previous 13F +421 shares
3% of the 13F portfolio, value $5,539,267.
13F-HR 0001799957-25-000004 filed by PFG Private 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 42,572 sharesChange vs previous 13F -1,717 shares
3.03% of the 13F portfolio, value $5,317,665.
13F-HR 0001799957-25-000001 filed by PFG Private 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 44,289 sharesChange vs previous 13F not available
3.29% of the 13F portfolio, value $5,681,454.
13F-HR 0001799957-24-000007 filed by PFG Private Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).