PHILLIPS FINANCIAL MANAGEMENT, LLC: MGC position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PHILLIPS FINANCIAL MANAGEMENT, LLC on MGC, newest first. How the timeline and the estimate are built.
PHILLIPS FINANCIAL MANAGEMENT, LLC held 30,476 MGC shares at 2026-06-30 per its 13F-HR filed 2026-08-03.
the latest 13F is the newest step
- period ended2026-06-3013F 30,476 sharesChange vs previous 13F -5,395 shares
0.61% of the 13F portfolio, value $8,339,244.
13F-HR 0001398344-26-013343 filed by PHILLIPS FINANCIAL 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 35,871 sharesChange vs previous 13F -7,717 shares
0.61% of the 13F portfolio, value $8,478,194.
13F-HR 0001398344-26-006583 filed by PHILLIPS FINANCIAL 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 43,588 sharesChange vs previous 13F -690 shares
0.71% of the 13F portfolio, value $10,948,086.
13F-HR 0001398344-26-001240 filed by PHILLIPS FINANCIAL 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 44,278 sharesChange vs previous 13F -219 shares
0.71% of the 13F portfolio, value $10,807,903.
13F-HR 0001398344-25-019723 filed by PHILLIPS FINANCIAL 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 44,497 sharesChange vs previous 13F -56 shares
0.73% of the 13F portfolio, value $10,008,344.
13F-HR 0001398344-25-014160 filed by PHILLIPS FINANCIAL 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 44,553 sharesChange vs previous 13F 0 shares
0.69% of the 13F portfolio, value $8,972,154.
13F-HR 0001398344-25-008201 filed by PHILLIPS FINANCIAL 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 44,553 sharesChange vs previous 13F -1,569 shares
0.75% of the 13F portfolio, value $9,474,716.
13F-HR 0001398344-25-002272 filed by PHILLIPS FINANCIAL 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 46,122 sharesChange vs previous 13F not available
0.74% of the 13F portfolio, value $9,530,723.
13F-HR 0001398344-24-020182 filed by PHILLIPS FINANCIAL MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).